See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,394 | $157,256-45.7% | $141,162-39.5% | $152,861-44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.75% | 64.32%-45.6pp | 71.39%-52.6pp | 345.32%-326.6pp |
| Employer contribution / active EE | $800 | $5,261-84.8% | $4,735-83.1% | $4,762-83.2% |
| Participant deferral / active EE | $876 | $7,109-87.7% | $6,709-86.9% | $5,850-85.0% |
| Admin fee / account holder | $760 | $12,120-93.7% | $10,261-92.6% | $11,596-93.4% |