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 | $108,909 | $105,998+2.7% | $92,233+18.1% | $147,584-26.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.60% | 50.05%-39.4pp | 176.28%-165.7pp | 578.55%-567.9pp |
| Employer contribution / active EE | $537 | $4,333-87.6% | $3,679-85.4% | $4,876-89.0% |
| Participant deferral / active EE | $1,074 | $4,478-76.0% | $3,897-72.4% | $5,439-80.3% |
| Admin fee / account holder | $1,302 | $6,332-79.4% | $5,194-74.9% | $10,885-88.0% |