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 | $36,901 | $65,561-43.7% | $86,188-57.2% | $75,163-50.9% |
| Participation rate | 76.9% | 60.5%+16.4pp | 69.0%+8.0pp | 67.2%+9.7pp |
| Annual return | 19.77% | 46.05%-26.3pp | 1168.45%-1148.7pp | 160.62%-140.8pp |
| Employer contribution / active EE | -$43 | $1,553-102.8% | $2,380-101.8% | $2,670-101.6% |
| Participant deferral / active EE | $349 | $3,024-88.5% | $3,985-91.2% | $4,125-91.5% |
| Admin fee / account holder | $363 | $5,474-93.4% | $6,852-94.7% | $5,651-93.6% |