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 | $58,949 | $65,409-9.9% | $98,442-40.1% | $85,850-31.3% |
| Participation rate | 87.3% | 65.0%+22.3pp | 73.3%+13.9pp | 69.3%+18.0pp |
| Annual return | 12.64% | 21.76%-9.1pp | 1492.73%-1480.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $90 | $3,166-97.2% | $4,276-97.9% | $3,952-97.7% |
| Admin fee / account holder | $1,102 | $4,593-76.0% | $5,949-81.5% | $6,260-82.4% |