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 | $116,857 | $203,436-42.6% | $152,466-23.4% | $167,490-30.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 8.95% | 13.80%-4.8pp | 757.33%-748.4pp | 478.56%-469.6pp |
| Employer contribution / active EE | $926 | $5,220-82.3% | $4,327-78.6% | $4,837-80.9% |
| Participant deferral / active EE | $1,944 | $6,716-71.1% | $5,820-66.6% | $6,341-69.3% |
| Admin fee / account holder | $412,051 | $22,506+1730.8% | $15,805+2507.0% | $12,309+3247.6% |