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 | $21,682 | $105,998-79.5% | $92,233-76.5% | $147,584-85.3% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 15.51% | 50.05%-34.5pp | 176.28%-160.8pp | 578.55%-563.0pp |
| Employer contribution / active EE | $147 | $4,333-96.6% | $3,679-96.0% | $4,876-97.0% |
| Participant deferral / active EE | $555 | $4,478-87.6% | $3,897-85.8% | $5,439-89.8% |
| Admin fee / account holder | $953 | $6,332-84.9% | $5,194-81.6% | $10,885-91.2% |