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 | $29,747 | $99,877-70.2% | $84,966-65.0% | $145,922-79.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.18% | 83.76%-73.6pp | 66.38%-56.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $100 | $3,231-96.9% | $2,727-96.3% | $4,660-97.9% |
| Participant deferral / active EE | $57 | $5,291-98.9% | $4,519-98.7% | $6,688-99.2% |
| Admin fee / account holder | $1,591 | $7,248-78.0% | $6,149-74.1% | $13,397-88.1% |