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 | $12,167 | $64,307-81.1% | $57,343-78.8% | $125,391-90.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.78% | 25.12%-23.3pp | 24.39%-22.6pp | 282.22%-280.4pp |
| Employer contribution / active EE | $297 | $3,193-90.7% | $2,689-88.9% | $4,866-93.9% |
| Participant deferral / active EE | $554 | $3,848-85.6% | $3,162-82.5% | $5,352-89.6% |
| Admin fee / account holder | $4,636 | $5,242-11.6% | $3,356+38.2% | $9,540-51.4% |