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 | $45,931 | $150,187-69.4% | $120,354-61.8% | $145,922-68.5% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.8pp | 80.3%+11.4pp |
| Annual return | 15.28% | 154.07%-138.8pp | 107.15%-91.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $446 | $4,348-89.7% | $3,463-87.1% | $4,660-90.4% |
| Participant deferral / active EE | $908 | $6,173-85.3% | $4,991-81.8% | $6,688-86.4% |
| Admin fee / account holder | $35,127 | $12,207+187.8% | $9,423+272.8% | $13,397+162.2% |