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 | $31,527 | $102,966-69.4% | $90,281-65.1% | $152,861-79.4% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.4%+10.4pp |
| Annual return | 19.85% | 95.16%-75.3pp | 78.10%-58.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | -$22 | $3,139-100.7% | $2,854-100.8% | $4,762-100.5% |
| Participant deferral / active EE | $30 | $4,281-99.3% | $3,885-99.2% | $5,850-99.5% |
| Admin fee / account holder | $7,780 | $6,171+26.1% | $5,351+45.4% | $11,596-32.9% |