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 | $35,751 | $101,069-64.6% | $81,478-56.1% | $147,584-75.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.67% | 32.40%-20.7pp | 38.78%-27.1pp | 578.55%-566.9pp |
| Employer contribution / active EE | $102 | $3,205-96.8% | $2,568-96.0% | $4,876-97.9% |
| Participant deferral / active EE | $252 | $4,242-94.1% | $3,537-92.9% | $5,439-95.4% |
| Admin fee / account holder | $697 | $5,812-88.0% | $4,561-84.7% | $10,885-93.6% |