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 | $46,214 | $105,998-56.4% | $92,233-49.9% | $147,584-68.7% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 10.13% | 50.05%-39.9pp | 176.28%-166.2pp | 578.55%-568.4pp |
| Employer contribution / active EE | $636 | $4,333-85.3% | $3,679-82.7% | $4,876-87.0% |
| Participant deferral / active EE | $1,045 | $4,478-76.7% | $3,897-73.2% | $5,439-80.8% |
| Admin fee / account holder | $11,962 | $6,332+88.9% | $5,194+130.3% | $10,885+9.9% |