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 8-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 | $54,584 | $83,337-34.5% | $67,834-19.5% | $273,961-80.1% |
| Participation rate | 94.4% | 76.4%+18.0pp | 68.8%+25.6pp | 83.0%+11.4pp |
| Annual return | 3.38% | 259.45%-256.1pp | 138.47%-135.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $419 | $3,287-87.3% | $2,403-82.6% | $4,869-91.4% |
| Participant deferral / active EE | $796 | $4,088-80.5% | $3,160-74.8% | $5,287-84.9% |
| Admin fee / account holder | $572 | $6,752-91.5% | $4,622-87.6% | $10,132-94.4% |