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 | $101,618-56.0% | $93,063-51.9% | $137,256-67.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.99% | 223.95%-208.0pp | 34.15%-18.2pp | 220.34%-204.4pp |
| Employer contribution / active EE | $54 | $2,707-98.0% | $2,476-97.8% | $4,156-98.7% |
| Participant deferral / active EE | $367 | $4,279-91.4% | $3,958-90.7% | $6,407-94.3% |
| Admin fee / account holder | $24,788 | $6,198+299.9% | $6,033+310.9% | $12,270+102.0% |