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 6-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 | $6,137 | $74,888-91.8% | $71,209-91.4% | $142,382-95.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.41% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $347 | $2,854-87.9% | $2,721-87.3% | $4,299-91.9% |
| Participant deferral / active EE | $587 | $4,454-86.8% | $4,175-85.9% | $6,507-91.0% |
| Admin fee / account holder | $4,090 | $5,568-26.5% | $5,349-23.5% | $12,624-67.6% |