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 | $29,144 | $98,463-70.4% | $119,258-75.6% | $85,850-66.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 25.73% | 38.53%-12.8pp | 30.69%-5.0pp | 318.53%-292.8pp |
| Employer contribution / active EE | $417 | $3,698-88.7% | $4,384-90.5% | $2,565-83.7% |
| Participant deferral / active EE | $586 | $4,942-88.1% | $6,111-90.4% | $3,952-85.2% |
| Admin fee / account holder | $478 | $7,493-93.6% | $7,226-93.4% | $6,260-92.4% |