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 | $16,996 | $102,966-83.5% | $90,281-81.2% | $152,861-88.9% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.4%+13.4pp |
| Annual return | 18.32% | 95.16%-76.8pp | 78.10%-59.8pp | 345.32%-327.0pp |
| Employer contribution / active EE | $25 | $3,139-99.2% | $2,854-99.1% | $4,762-99.5% |
| Participant deferral / active EE | $131 | $4,281-96.9% | $3,885-96.6% | $5,850-97.8% |
| Admin fee / account holder | $12,672 | $6,171+105.4% | $5,351+136.8% | $11,596+9.3% |