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 | $65,446 | $65,409+0.1% | $98,442-33.5% | $85,850-23.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.05% | 21.76%-4.7pp | 1492.73%-1475.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $2 | $2,168-99.9% | $2,960-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $15 | $3,166-99.5% | $4,276-99.7% | $3,952-99.6% |
| Admin fee / account holder | $6,438 | $4,593+40.2% | $5,949+8.2% | $6,260+2.8% |