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 4-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 | $16,302 | $73,867-77.9% | $143,757-88.7% | $68,494-76.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 1382.19% | 1.01%+1381.2pp | -0.04%+1382.2pp | -7.84%+1390.0pp |
| Employer contribution / active EE | $292 | $3,184-90.8% | $4,951-94.1% | $2,596-88.8% |
| Participant deferral / active EE | $901 | $3,384-73.4% | $5,637-84.0% | $4,027-77.6% |
| Admin fee / account holder | $1,653 | $5,755-71.3% | $14,673-88.7% | $5,403-69.4% |