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 | $12,244 | $65,375-81.3% | - | $152,861-92.0% |
| Participation rate | 95.0% | 72.6%+22.4pp | - | 82.4%+12.6pp |
| Annual return | 13.43% | 27.96%-14.5pp | - | 345.32%-331.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $159 | $4,110-96.1% | - | $5,850-97.3% |
| Admin fee / account holder | $3,538 | $4,607-23.2% | - | $11,596-69.5% |