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 | $51,694 | $226,064-77.1% | $182,532-71.7% | $152,861-66.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.92% | 192.51%-165.6pp | 148.54%-121.6pp | 345.32%-318.4pp |
| Employer contribution / active EE | $22 | $4,978-99.6% | $4,076-99.5% | $4,762-99.5% |
| Participant deferral / active EE | $44 | $6,368-99.3% | $5,524-99.2% | $5,850-99.2% |
| Admin fee / account holder | $13,513 | $10,703+26.3% | $8,592+57.3% | $11,596+16.5% |