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 | $73,543 | $232,540-68.4% | $185,117-60.3% | $147,584-50.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.41% | 43.03%-33.6pp | 40.50%-31.1pp | 578.55%-569.1pp |
| Employer contribution / active EE | $346 | $5,195-93.3% | $4,182-91.7% | $4,876-92.9% |
| Participant deferral / active EE | $691 | $5,834-88.2% | $5,045-86.3% | $5,439-87.3% |
| Admin fee / account holder | $5,112 | $10,275-50.2% | $8,159-37.3% | $10,885-53.0% |