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 | $57,600 | $165,335-65.2% | $149,696-61.5% | $158,922-63.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.55% | 348.15%-334.6pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $229 | $5,103-95.5% | $4,644-95.1% | $4,761-95.2% |
| Participant deferral / active EE | $946 | $7,181-86.8% | $6,842-86.2% | $5,982-84.2% |
| Admin fee / account holder | $3,213 | $10,807-70.3% | $9,309-65.5% | $11,246-71.4% |