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 | $26,043 | $104,664-75.1% | $85,682-69.6% | $167,490-84.5% |
| Participation rate | 70.8% | 76.4%-5.5pp | 69.9%+1.0pp | 82.1%-11.3pp |
| Annual return | 12.00% | 21.45%-9.4pp | 21.49%-9.5pp | 478.56%-466.6pp |
| Employer contribution / active EE | $262 | $3,337-92.2% | $2,618-90.0% | $4,837-94.6% |
| Participant deferral / active EE | $459 | $4,824-90.5% | $3,923-88.3% | $6,341-92.8% |
| Admin fee / account holder | $986 | $10,032-90.2% | $6,873-85.7% | $12,309-92.0% |