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 | $6,228 | $54,705-88.6% | $71,209-91.3% | $84,808-92.7% |
| Participation rate | 88.1% | 64.1%+24.1pp | 73.8%+14.4pp | 68.3%+19.8pp |
| Annual return | 16.23% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $164 | $2,158-92.4% | $2,721-94.0% | $2,631-93.8% |
| Participant deferral / active EE | $534 | $3,030-82.4% | $4,175-87.2% | $4,212-87.3% |
| Admin fee / account holder | $673 | $4,863-86.2% | $5,349-87.4% | $7,344-90.8% |