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 | $20,412 | $105,859-80.7% | $90,160-77.4% | $147,584-86.2% |
| Participation rate | 95.2% | 79.7%+15.5pp | 76.9%+18.4pp | 82.8%+12.4pp |
| Annual return | 12.11% | 37.63%-25.5pp | 34.88%-22.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $215 | $4,126-94.8% | $3,318-93.5% | $4,876-95.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,288-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,868 | $8,046-76.8% | $5,943-68.6% | $10,885-82.8% |