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 | $86,822 | $162,781-46.7% | $133,956-35.2% | $158,922-45.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.12% | 41.94%-33.8pp | 45.09%-37.0pp | 302.83%-294.7pp |
| Employer contribution / active EE | $616 | $4,975-87.6% | $3,919-84.3% | $4,761-87.1% |
| Participant deferral / active EE | $1,246 | $5,911-78.9% | $5,048-75.3% | $5,982-79.2% |
| Admin fee / account holder | $956 | $11,736-91.9% | $8,927-89.3% | $11,246-91.5% |