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 | $22,237 | $150,187-85.2% | $120,354-81.5% | $145,922-84.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.74% | 154.07%-132.3pp | 107.15%-85.4pp | 561.29%-539.5pp |
| Employer contribution / active EE | $307 | $4,348-92.9% | $3,463-91.1% | $4,660-93.4% |
| Participant deferral / active EE | $500 | $6,173-91.9% | $4,991-90.0% | $6,688-92.5% |
| Admin fee / account holder | $388 | $12,207-96.8% | $9,423-95.9% | $13,397-97.1% |