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 | $25,626 | $111,301-77.0% | $112,977-77.3% | $158,922-83.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 10.46% | 26.40%-15.9pp | 24.24%-13.8pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,001 | $4,471-77.6% | $4,255-76.5% | $4,761-79.0% |
| Participant deferral / active EE | $1,422 | $5,880-75.8% | $5,836-75.6% | $5,982-76.2% |
| Admin fee / account holder | $6,007 | $8,392-28.4% | $6,294-4.6% | $11,246-46.6% |