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 | $55,694 | $68,346-18.5% | $94,646-41.2% | $75,163-25.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 17.31% | 616.93%-599.6pp | 156.71%-139.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $217 | $2,701-92.0% | $3,672-94.1% | $2,670-91.9% |
| Participant deferral / active EE | $392 | $6,537-94.0% | $7,418-94.7% | $4,125-90.5% |
| Admin fee / account holder | $4,462 | $5,326-16.2% | $7,231-38.3% | $5,651-21.0% |