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 | $57,109 | $109,359-47.8% | $162,163-64.8% | $72,985-21.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.57% | 25.46%+0.1pp | 115.59%-90.0pp | 81.00%-55.4pp |
| Employer contribution / active EE | $597 | $3,907-84.7% | $5,614-89.4% | $2,440-75.5% |
| Participant deferral / active EE | $1,566 | $5,481-71.4% | $7,298-78.5% | $3,607-56.6% |
| Admin fee / account holder | $19,449 | $7,972+144.0% | $10,843+79.4% | $5,124+279.5% |