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 | $28,416 | $104,486-72.8% | $76,817-63.0% | $152,861-81.4% |
| Participation rate | 70.6% | 76.6%-6.0pp | 72.1%-1.5pp | 82.4%-11.9pp |
| Annual return | 22.96% | 1013.37%-990.4pp | 1166.11%-1143.1pp | 345.32%-322.4pp |
| Employer contribution / active EE | $20 | $3,116-99.3% | $2,302-99.1% | $4,762-99.6% |
| Participant deferral / active EE | $407 | $4,236-90.4% | $3,336-87.8% | $5,850-93.0% |
| Admin fee / account holder | $4,499 | $12,275-63.3% | $6,420-29.9% | $11,596-61.2% |