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 | $11,254 | $57,281-80.4% | $86,612-87.0% | $75,163-85.0% |
| Participation rate | 72.7% | 63.2%+9.5pp | 71.7%+1.0pp | 67.2%+5.5pp |
| Annual return | 17.51% | 2670.75%-2653.2pp | 591.07%-573.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $37 | $2,314-98.4% | $3,022-98.8% | $2,670-98.6% |
| Participant deferral / active EE | $416 | $3,318-87.5% | $4,438-90.6% | $4,125-89.9% |
| Admin fee / account holder | $1,169 | $4,112-71.6% | $5,614-79.2% | $5,651-79.3% |