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 | $56,287 | $100,901-44.2% | $75,670-25.6% | $147,584-61.9% |
| Participation rate | 91.7% | 77.1%+14.5pp | 72.3%+19.3pp | 82.8%+8.8pp |
| Annual return | 12.06% | 35.78%-23.7pp | 27.34%-15.3pp | 578.55%-566.5pp |
| Employer contribution / active EE | $128 | $3,253-96.1% | $2,352-94.6% | $4,876-97.4% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,768 | $11,285-40.0% | $5,800+16.7% | $10,885-37.8% |