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 | $27,420 | $69,207-60.4% | $64,056-57.2% | $139,434-80.3% |
| Participation rate | 94.1% | 75.6%+18.5pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 18.05% | 45.88%-27.8pp | 33.69%-15.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $282 | $3,182-91.1% | $2,747-89.7% | $4,751-94.1% |
| Participant deferral / active EE | $282 | $4,682-94.0% | $3,880-92.7% | $6,710-95.8% |
| Admin fee / account holder | $3,643 | $4,244-14.2% | $3,068+18.7% | $11,403-68.0% |