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 | $20,410 | $73,515-72.2% | $62,995-67.6% | $147,584-86.2% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.8%+18.5pp | 82.8%+10.5pp |
| Annual return | 21.34% | 175.43%-154.1pp | 87.57%-66.2pp | 578.55%-557.2pp |
| Employer contribution / active EE | $193 | $3,320-94.2% | $2,759-93.0% | $4,876-96.0% |
| Participant deferral / active EE | $193 | $4,185-95.4% | $3,329-94.2% | $5,439-96.5% |
| Admin fee / account holder | $398 | $5,953-93.3% | $3,600-88.9% | $10,885-96.3% |