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 | $46,138 | $98,240-53.0% | $82,313-43.9% | $147,584-68.7% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 11.33% | 30.85%-19.5pp | 25.88%-14.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $13 | $3,192-99.6% | $2,428-99.4% | $4,876-99.7% |
| Participant deferral / active EE | $653 | $4,383-85.1% | $3,706-82.4% | $5,439-88.0% |
| Admin fee / account holder | $1,575 | $8,563-81.6% | $5,608-71.9% | $10,885-85.5% |