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 | $17,767 | $124,185-85.7% | $108,410-83.6% | $167,490-89.4% |
| Participation rate | 72.2% | 82.3%-10.1pp | 80.1%-7.9pp | 82.1%-9.9pp |
| Annual return | 14.90% | 1379.64%-1364.7pp | 905.27%-890.4pp | 478.56%-463.7pp |
| Employer contribution / active EE | $286 | $4,187-93.2% | $3,558-92.0% | $4,837-94.1% |
| Participant deferral / active EE | $1,488 | $6,908-78.5% | $6,563-77.3% | $6,341-76.5% |
| Admin fee / account holder | $967 | $9,455-89.8% | $7,295-86.8% | $12,309-92.1% |