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 | $22,651 | $72,012-68.5% | $185,823-87.8% | $79,858-71.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 14.82% | 23.12%-8.3pp | 35.95%-21.1pp | 31.71%-16.9pp |
| Employer contribution / active EE | $160 | $1,965-91.9% | $4,087-96.1% | $2,471-93.5% |
| Participant deferral / active EE | $245 | $3,779-93.5% | $5,632-95.7% | $3,740-93.5% |
| Admin fee / account holder | $617 | $4,513-86.3% | $9,500-93.5% | $5,306-88.4% |