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 | $39,840 | $102,966-61.3% | $90,281-55.9% | $152,861-73.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.12% | 95.16%-73.0pp | 78.10%-56.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $45 | $3,139-98.6% | $2,854-98.4% | $4,762-99.1% |
| Participant deferral / active EE | $89 | $4,281-97.9% | $3,885-97.7% | $5,850-98.5% |
| Admin fee / account holder | $1,923 | $6,171-68.8% | $5,351-64.1% | $11,596-83.4% |