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 | $42,200 | $124,319-66.1% | $111,297-62.1% | $167,490-74.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 29.97% | 37.44%-7.5pp | 54.65%-24.7pp | 478.56%-448.6pp |
| Employer contribution / active EE | $563 | $3,435-83.6% | $2,731-79.4% | $4,837-88.4% |
| Participant deferral / active EE | $944 | $5,180-81.8% | $4,487-79.0% | $6,341-85.1% |
| Admin fee / account holder | $500 | $10,618-95.3% | $7,964-93.7% | $12,309-95.9% |