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 | $40,921 | $109,413-62.6% | $156,263-73.8% | $84,808-51.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 36.12% | 20.18%+15.9pp | 59.47%-23.3pp | 40.90%-4.8pp |
| Employer contribution / active EE | $712 | $2,907-75.5% | $4,333-83.6% | $2,631-73.0% |
| Participant deferral / active EE | $1,518 | $4,590-66.9% | $6,158-75.3% | $4,212-63.9% |
| Admin fee / account holder | $3,345 | $9,357-64.3% | $14,255-76.5% | $7,344-54.5% |