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 9-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 | $6,504 | $76,407-91.5% | $150,298-95.7% | $82,448-92.1% |
| Participation rate | 75.8% | 66.4%+9.4pp | 77.8%-2.0pp | 68.1%+7.7pp |
| Annual return | 15.10% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $183 | $2,614-93.0% | $4,154-95.6% | $2,551-92.8% |
| Participant deferral / active EE | $542 | $3,214-83.1% | $5,453-90.1% | $4,139-86.9% |
| Admin fee / account holder | $1,166 | $6,352-81.7% | $14,116-91.7% | $7,234-83.9% |