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 8-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 | $39,791 | $142,405-72.1% | $115,157-65.4% | $152,861-74.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.06% | 41.48%-23.4pp | 35.60%-17.5pp | 345.32%-327.3pp |
| Employer contribution / active EE | $480 | $4,010-88.0% | $3,179-84.9% | $4,762-89.9% |
| Participant deferral / active EE | $480 | $5,164-90.7% | $4,168-88.5% | $5,850-91.8% |
| Admin fee / account holder | $1,553 | $8,462-81.6% | $7,088-78.1% | $11,596-86.6% |