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 9-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 | $11,556 | $111,814-89.7% | $93,654-87.7% | $145,959-92.1% |
| Participation rate | 89.5% | 74.2%+15.3pp | 68.7%+20.8pp | 80.3%+9.2pp |
| Annual return | 10.93% | 203.30%-192.4pp | 133.34%-122.4pp | 561.95%-551.0pp |
| Employer contribution / active EE | $495 | $3,092-84.0% | $2,421-79.5% | $4,661-89.4% |
| Participant deferral / active EE | $797 | $4,914-83.8% | $4,413-81.9% | $6,689-88.1% |
| Admin fee / account holder | $2,838 | $10,246-72.3% | $8,282-65.7% | $13,398-78.8% |