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 4-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 | $92,587 | $129,942-28.7% | $104,294-11.2% | $134,475-31.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 1.18% | 42.03%-40.9pp | 24.61%-23.4pp | 417.96%-416.8pp |
| Employer contribution / active EE | $405 | $4,184-90.3% | $3,372-88.0% | $4,740-91.5% |
| Participant deferral / active EE | $1,287 | $5,588-77.0% | $4,625-72.2% | $6,400-79.9% |
| Admin fee / account holder | $370 | $9,323-96.0% | $7,339-95.0% | $11,426-96.8% |