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 | $108,831 | $112,096-2.9% | $95,952+13.4% | $158,922-31.5% |
| Participation rate | 72.2% | 79.0%-6.8pp | 77.1%-4.9pp | 82.0%-9.7pp |
| Annual return | 18.05% | 171.09%-153.0pp | 91.61%-73.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $568 | $3,198-82.2% | $2,541-77.6% | $4,761-88.1% |
| Participant deferral / active EE | $649 | $4,784-86.4% | $4,167-84.4% | $5,982-89.2% |
| Admin fee / account holder | $1,002 | $10,130-90.1% | $6,795-85.3% | $11,246-91.1% |