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 | $88,730 | $165,984-46.5% | $164,813-46.2% | $145,922-39.2% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 10.25% | 100.03%-89.8pp | 69.93%-59.7pp | 561.29%-551.0pp |
| Employer contribution / active EE | $31 | $5,273-99.4% | $4,341-99.3% | $4,660-99.3% |
| Participant deferral / active EE | $595 | $6,959-91.4% | $6,031-90.1% | $6,688-91.1% |
| Admin fee / account holder | $105,940 | $16,648+536.4% | $12,690+734.8% | $13,397+690.8% |