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 | $227,490 | $161,352+41.0% | $134,172+69.6% | $137,256+65.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.94% | 28.72%-14.8pp | 25.30%-11.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $720 | $4,099-82.4% | $3,420-78.9% | $4,156-82.7% |
| Participant deferral / active EE | $1,080 | $5,552-80.5% | $4,690-77.0% | $6,407-83.1% |
| Admin fee / account holder | $55,619 | $15,028+270.1% | $12,016+362.9% | $12,270+353.3% |