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 | $30,940 | $115,770-73.3% | $101,248-69.4% | $158,922-80.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 9.39% | 56.14%-46.8pp | 46.47%-37.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $314 | $4,175-92.5% | $3,660-91.4% | $4,761-93.4% |
| Participant deferral / active EE | $330 | $4,957-93.3% | $4,370-92.4% | $5,982-94.5% |
| Admin fee / account holder | $40,535 | $7,245+459.5% | $5,945+581.8% | $11,246+260.4% |