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 7-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 | $30,830 | $165,984-81.4% | $164,813-81.3% | $145,922-78.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.59% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $885 | $5,273-83.2% | $4,341-79.6% | $4,660-81.0% |
| Participant deferral / active EE | $1,267 | $6,959-81.8% | $6,031-79.0% | $6,688-81.1% |
| Admin fee / account holder | $1,062 | $16,648-93.6% | $12,690-91.6% | $13,397-92.1% |