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 | $31,022 | $167,484-81.5% | $151,611-79.5% | $134,475-76.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.03% | 7.80%-6.8pp | 3.33%-2.3pp | 417.96%-416.9pp |
| Employer contribution / active EE | $1,332 | $6,829-80.5% | $6,166-78.4% | $4,740-71.9% |
| Participant deferral / active EE | $1,732 | $8,986-80.7% | $8,363-79.3% | $6,400-72.9% |
| Admin fee / account holder | $5,555 | $13,783-59.7% | $11,616-52.2% | $11,426-51.4% |