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 | $15,504 | $55,706-72.2% | $75,886-79.6% | $72,985-78.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 19.73% | 27.59%-7.9pp | 30.76%-11.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $175 | $1,687-89.6% | $2,500-93.0% | $2,440-92.8% |
| Participant deferral / active EE | $677 | $2,634-74.3% | $3,603-81.2% | $3,607-81.2% |
| Admin fee / account holder | $1,056 | $3,978-73.5% | $5,418-80.5% | $5,124-79.4% |