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 | $59,582 | $107,334-44.5% | $92,893-35.9% | $152,861-61.0% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 18.22% | 145.58%-127.4pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $135 | $4,221-96.8% | $3,653-96.3% | $4,762-97.2% |
| Participant deferral / active EE | $541 | $4,845-88.8% | $4,236-87.2% | $5,850-90.8% |
| Admin fee / account holder | $11,454 | $7,079+61.8% | $5,794+97.7% | $11,596-1.2% |