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 | $29,232 | $111,814-73.9% | $93,654-68.8% | $145,959-80.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.65% | 203.30%-192.6pp | 133.34%-122.7pp | 561.95%-551.3pp |
| Employer contribution / active EE | $485 | $3,092-84.3% | $2,421-80.0% | $4,661-89.6% |
| Participant deferral / active EE | $982 | $4,914-80.0% | $4,413-77.7% | $6,689-85.3% |
| Admin fee / account holder | $1,344 | $10,246-86.9% | $8,282-83.8% | $13,398-90.0% |