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 | $20,174 | $91,190-77.9% | $178,490-88.7% | $79,858-74.7% |
| Participation rate | 76.1% | 69.2%+6.9pp | 81.9%-5.8pp | 69.6%+6.5pp |
| Annual return | 15.01% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $37 | $3,256-98.9% | $5,011-99.3% | $2,471-98.5% |
| Participant deferral / active EE | $54 | $3,236-98.3% | $5,202-99.0% | $3,740-98.5% |
| Admin fee / account holder | $689 | $6,751-89.8% | $13,984-95.1% | $5,306-87.0% |