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 | $24,260 | $117,381-79.3% | $99,443-75.6% | $152,861-84.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 15.13% | 31.87%-16.7pp | 30.72%-15.6pp | 345.32%-330.2pp |
| Employer contribution / active EE | $173 | $3,013-94.3% | $2,540-93.2% | $4,762-96.4% |
| Participant deferral / active EE | $346 | $4,086-91.5% | $3,619-90.4% | $5,850-94.1% |
| Admin fee / account holder | $5,860 | $7,631-23.2% | $6,250-6.3% | $11,596-49.5% |