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 7-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 | $11,256 | $96,635-88.4% | $86,612-87.0% | $139,434-91.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.13% | 106.41%-94.3pp | 591.07%-578.9pp | 372.94%-360.8pp |
| Employer contribution / active EE | $9 | $3,263-99.7% | $3,022-99.7% | $4,751-99.8% |
| Participant deferral / active EE | $13 | $4,836-99.7% | $4,438-99.7% | $6,710-99.8% |
| Admin fee / account holder | $423 | $6,408-93.4% | $5,614-92.5% | $11,403-96.3% |