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 8-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 | $27,578 | $111,724-75.3% | $93,606-70.5% | $145,922-81.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.14% | 202.98%-189.8pp | 133.20%-120.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $193 | $3,090-93.8% | $2,420-92.0% | $4,660-95.9% |
| Participant deferral / active EE | $849 | $4,912-82.7% | $4,411-80.8% | $6,688-87.3% |
| Admin fee / account holder | $2,366 | $10,250-76.9% | $8,285-71.4% | $13,397-82.3% |