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 8-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 | $52,644 | $105,126-49.9% | $94,646-44.4% | $139,434-62.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.57% | 38.03%-24.5pp | 156.71%-143.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $430 | $4,106-89.5% | $3,672-88.3% | $4,751-91.0% |
| Participant deferral / active EE | $604 | $7,599-92.1% | $7,418-91.9% | $6,710-91.0% |
| Admin fee / account holder | $20,629 | $8,984+129.6% | $7,231+185.3% | $11,403+80.9% |