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 5-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 | $7,006 | $99,877-93.0% | $84,966-91.8% | $145,922-95.2% |
| Participation rate | 86.7% | 74.1%+12.6pp | 67.5%+19.2pp | 80.3%+6.4pp |
| Annual return | 544.50% | 83.76%+460.7pp | 66.38%+478.1pp | 561.29%-16.8pp |
| Employer contribution / active EE | $58 | $3,231-98.2% | $2,727-97.9% | $4,660-98.7% |
| Participant deferral / active EE | $105 | $5,291-98.0% | $4,519-97.7% | $6,688-98.4% |
| Admin fee / account holder | $1,371 | $7,248-81.1% | $6,149-77.7% | $13,397-89.8% |