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 | $112,814 | $87,166+29.4% | $76,735+47.0% | $137,256-17.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.81% | 26.50%-13.7pp | 29.77%-17.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $100 | $2,904-96.6% | $2,454-95.9% | $4,156-97.6% |
| Participant deferral / active EE | -$100 | $4,726-102.1% | $4,088-102.4% | $6,407-101.6% |
| Admin fee / account holder | $4,402 | $8,403-47.6% | $7,189-38.8% | $12,270-64.1% |