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 | $100,584 | $102,966-2.3% | $90,281+11.4% | $152,861-34.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.25% | 95.16%-75.9pp | 78.10%-58.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $66 | $3,139-97.9% | $2,854-97.7% | $4,762-98.6% |
| Participant deferral / active EE | $152 | $4,281-96.5% | $3,885-96.1% | $5,850-97.4% |
| Admin fee / account holder | $24,613 | $6,171+298.9% | $5,351+360.0% | $11,596+112.2% |