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 | $62,567 | $99,652-37.2% | $78,778-20.6% | $147,584-57.6% |
| Participation rate | 84.2% | 76.2%+8.0pp | 69.2%+15.0pp | 82.8%+1.4pp |
| Annual return | 9.66% | 47.28%-37.6pp | 35.62%-26.0pp | 578.55%-568.9pp |
| Employer contribution / active EE | $170 | $2,796-93.9% | $1,986-91.5% | $4,876-96.5% |
| Participant deferral / active EE | $340 | $3,664-90.7% | $2,958-88.5% | $5,439-93.7% |
| Admin fee / account holder | $20,719 | $7,155+189.6% | $5,134+303.6% | $10,885+90.3% |