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 | $23,647 | $127,264-81.4% | $109,895-78.5% | $167,490-85.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.08% | 22.97%-8.9pp | 29.45%-15.4pp | 478.56%-464.5pp |
| Employer contribution / active EE | $81 | $3,322-97.6% | $2,842-97.1% | $4,837-98.3% |
| Participant deferral / active EE | $162 | $4,514-96.4% | $4,048-96.0% | $6,341-97.4% |
| Admin fee / account holder | $3,774 | $7,114-47.0% | $6,066-37.8% | $12,309-69.3% |