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 | $59,700 | $42,582+40.2% | $171,082-65.1% | $57,658+3.5% |
| Participation rate | 98.0% | 63.9%+34.0pp | 76.7%+21.3pp | 70.2%+27.7pp |
| Annual return | 8.49% | 308.67%-300.2pp | 32.56%-24.1pp | 5.13%+3.4pp |
| Employer contribution / active EE | $149 | $1,306-88.6% | $4,002-96.3% | $1,974-92.4% |
| Participant deferral / active EE | $378 | $2,933-87.1% | $4,797-92.1% | $3,061-87.7% |
| Admin fee / account holder | $727 | $82+782.6% | $8,520-91.5% | $95+668.7% |