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 | $28,760 | $58,627-50.9% | $76,735-62.5% | $82,448-65.1% |
| Participation rate | 92.9% | 63.2%+29.6pp | 69.5%+23.4pp | 68.1%+24.8pp |
| Annual return | 240.97% | 39.10%+201.9pp | 29.77%+211.2pp | 41.64%+199.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $747 | $3,134-76.2% | $4,088-81.7% | $4,139-82.0% |
| Admin fee / account holder | $6,394 | $5,323+20.1% | $7,189-11.1% | $7,234-11.6% |