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 | $32,888 | $107,334-69.4% | $92,893-64.6% | $152,861-78.5% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 15.69% | 145.58%-129.9pp | 109.41%-93.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $77 | $4,221-98.2% | $3,653-97.9% | $4,762-98.4% |
| Participant deferral / active EE | $453 | $4,845-90.6% | $4,236-89.3% | $5,850-92.3% |
| Admin fee / account holder | $644 | $7,079-90.9% | $5,794-88.9% | $11,596-94.4% |