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 6-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 | $12,108 | $112,729-89.3% | $98,716-87.7% | $137,256-91.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 30.80% | 38.48%-7.7pp | 31.81%-1.0pp | 220.34%-189.5pp |
| Employer contribution / active EE | $282 | $2,725-89.6% | $2,279-87.6% | $4,156-93.2% |
| Participant deferral / active EE | $838 | $4,640-81.9% | $4,048-79.3% | $6,407-86.9% |
| Admin fee / account holder | $1,799 | $10,129-82.2% | $8,703-79.3% | $12,270-85.3% |