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 | $13,348 | $180,749-92.6% | $160,784-91.7% | $137,256-90.3% |
| Participation rate | 70.8% | 80.0%-9.1pp | 77.0%-6.1pp | 80.0%-9.1pp |
| Annual return | 10.56% | 2234.46%-2223.9pp | 1803.92%-1793.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $437 | $4,155-89.5% | $3,733-88.3% | $4,156-89.5% |
| Participant deferral / active EE | $881 | $6,844-87.1% | $6,293-86.0% | $6,407-86.2% |
| Admin fee / account holder | $4,984 | $10,397-52.1% | $9,717-48.7% | $12,270-59.4% |