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 9-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 | $26,254 | $114,381-77.0% | $107,525-75.6% | $142,382-81.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.26% | 242.71%-225.4pp | 181.32%-164.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $14 | $4,015-99.6% | $3,754-99.6% | $4,299-99.7% |
| Participant deferral / active EE | $426 | $5,564-92.3% | $5,116-91.7% | $6,507-93.5% |
| Admin fee / account holder | $3,962 | $9,860-59.8% | $8,919-55.6% | $12,624-68.6% |