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 | $58,437 | $106,890-45.3% | $84,015-30.4% | $152,861-61.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 10.83% | 104.99%-94.2pp | 71.31%-60.5pp | 345.32%-334.5pp |
| Employer contribution / active EE | $48 | $2,734-98.2% | $1,983-97.6% | $4,762-99.0% |
| Participant deferral / active EE | $635 | $4,011-84.2% | $3,239-80.4% | $5,850-89.1% |
| Admin fee / account holder | $7,999 | $8,285-3.5% | $6,101+31.1% | $11,596-31.0% |