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 | $23,644 | $53,127-55.5% | $86,590-72.7% | $70,131-66.3% |
| Participation rate | 87.9% | 65.3%+22.6pp | 73.5%+14.3pp | 69.5%+18.3pp |
| Annual return | 13.40% | 27.66%-14.3pp | 964.84%-951.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $45 | $2,068-97.8% | $2,839-98.4% | $2,342-98.1% |
| Participant deferral / active EE | $292 | $2,696-89.2% | $3,609-91.9% | $3,332-91.2% |
| Admin fee / account holder | $6,523 | $3,585+81.9% | $4,906+33.0% | $4,645+40.4% |