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 | $53,144 | $112,881-52.9% | $90,951-41.6% | $158,922-66.6% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 22.30% | 215.79%-193.5pp | 134.60%-112.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $733 | $4,128-82.2% | $3,373-78.3% | $5,982-87.7% |
| Admin fee / account holder | $6,024 | $8,041-25.1% | $5,959+1.1% | $11,246-46.4% |