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 | $26,205 | $106,890-75.5% | $84,015-68.8% | $152,861-82.9% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 18.17% | 104.99%-86.8pp | 71.31%-53.1pp | 345.32%-327.2pp |
| Employer contribution / active EE | $9 | $2,734-99.7% | $1,983-99.5% | $4,762-99.8% |
| Participant deferral / active EE | $371 | $4,011-90.8% | $3,239-88.5% | $5,850-93.7% |
| Admin fee / account holder | $591 | $8,285-92.9% | $6,101-90.3% | $11,596-94.9% |