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 | $44,751 | $104,974-57.4% | $95,585-53.2% | $142,382-68.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.99% | 210.33%-194.3pp | 38.56%-22.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $54 | $2,779-98.1% | $2,527-97.9% | $4,299-98.8% |
| Participant deferral / active EE | $367 | $4,352-91.6% | $4,023-90.9% | $6,507-94.4% |
| Admin fee / account holder | $24,788 | $6,386+288.2% | $6,127+304.5% | $12,624+96.4% |