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 6-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 | $30,097 | $72,396-58.4% | $67,511-55.4% | $145,959-79.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.58% | 7194.07%-7179.5pp | 3517.41%-3502.8pp | 561.95%-547.4pp |
| Employer contribution / active EE | $126 | $3,071-95.9% | $2,733-95.4% | $4,661-97.3% |
| Participant deferral / active EE | $403 | $4,781-91.6% | $4,000-89.9% | $6,689-94.0% |
| Admin fee / account holder | $385 | $5,538-93.1% | $3,999-90.4% | $13,398-97.1% |