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 | $107,703 | $102,828+4.7% | $105,387+2.2% | $152,861-29.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.47% | 20.85%-2.4pp | 26.82%-8.4pp | 345.32%-326.8pp |
| Employer contribution / active EE | $976 | $4,473-78.2% | $4,213-76.8% | $4,762-79.5% |
| Participant deferral / active EE | $1,206 | $5,465-77.9% | $5,502-78.1% | $5,850-79.4% |
| Admin fee / account holder | $4,793 | $8,683-44.8% | $6,559-26.9% | $11,596-58.7% |