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 | $23,267 | $109,327-78.7% | $89,391-74.0% | $158,922-85.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.38% | 345.68%-333.3pp | 245.62%-233.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $57 | $3,170-98.2% | $2,586-97.8% | $4,761-98.8% |
| Participant deferral / active EE | $121 | $4,598-97.4% | $3,890-96.9% | $5,982-98.0% |
| Admin fee / account holder | $436 | $6,153-92.9% | $4,881-91.1% | $11,246-96.1% |