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 | $107,858 | $57,354+88.1% | $83,848+28.6% | $64,186+68.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 10.97% | 11.38%-0.4pp | 850.88%-839.9pp | 7.63%+3.3pp |
| Employer contribution / active EE | $11 | $2,545-99.6% | $3,631-99.7% | $2,381-99.5% |
| Participant deferral / active EE | $625 | $2,993-79.1% | $4,082-84.7% | $3,470-82.0% |
| Admin fee / account holder | $7,474 | $4,046+84.7% | $5,478+36.4% | $4,888+52.9% |