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 | $12,243 | $84,696-85.5% | $75,696-83.8% | $167,490-92.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.66% | 199.36%-189.7pp | 104.53%-94.9pp | 478.56%-468.9pp |
| Employer contribution / active EE | $59 | $3,230-98.2% | $2,743-97.9% | $4,837-98.8% |
| Participant deferral / active EE | $399 | $4,580-91.3% | $3,821-89.6% | $6,341-93.7% |
| Admin fee / account holder | $466 | $5,355-91.3% | $3,619-87.1% | $12,309-96.2% |