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 | $12,139 | $104,664-88.4% | $85,682-85.8% | $167,490-92.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.15% | 21.45%-7.3pp | 21.49%-7.3pp | 478.56%-464.4pp |
| Employer contribution / active EE | $182 | $3,337-94.6% | $2,618-93.1% | $4,837-96.2% |
| Participant deferral / active EE | $736 | $4,824-84.7% | $3,923-81.2% | $6,341-88.4% |
| Admin fee / account holder | $4,622 | $10,032-53.9% | $6,873-32.8% | $12,309-62.5% |