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 | $25,431 | $98,240-74.1% | $82,313-69.1% | $147,584-82.8% |
| Participation rate | 76.2% | 79.7%-3.5pp | 76.9%-0.7pp | 82.8%-6.6pp |
| Annual return | 9.77% | 30.85%-21.1pp | 25.88%-16.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $186 | $3,192-94.2% | $2,428-92.3% | $4,876-96.2% |
| Participant deferral / active EE | $816 | $4,383-81.4% | $3,706-78.0% | $5,439-85.0% |
| Admin fee / account holder | $4,663 | $8,563-45.5% | $5,608-16.9% | $10,885-57.2% |