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 | $33,094 | $144,119-77.0% | $117,854-71.9% | $147,584-77.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.92% | 531.15%-515.2pp | 335.08%-319.2pp | 578.55%-562.6pp |
| Employer contribution / active EE | $750 | $4,896-84.7% | $3,786-80.2% | $4,876-84.6% |
| Participant deferral / active EE | $1,108 | $5,316-79.2% | $4,482-75.3% | $5,439-79.6% |
| Admin fee / account holder | $7,728 | $10,886-29.0% | $8,020-3.6% | $10,885-29.0% |