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 | $18,240 | $81,632-77.7% | $70,449-74.1% | $158,922-88.5% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 13.53% | 208.40%-194.9pp | 109.03%-95.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $351 | $3,217-89.1% | $2,737-87.2% | $4,761-92.6% |
| Participant deferral / active EE | $432 | $4,554-90.5% | $3,709-88.4% | $5,982-92.8% |
| Admin fee / account holder | $750 | $6,193-87.9% | $3,845-80.5% | $11,246-93.3% |