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 | $82,240 | $48,570+69.3% | $130,648-37.1% | $72,985+12.7% |
| Participation rate | 76.7% | 58.6%+18.1pp | 71.7%+4.9pp | 69.5%+7.2pp |
| Annual return | 24.18% | 38.63%-14.4pp | 1708.96%-1684.8pp | 81.00%-56.8pp |
| Employer contribution / active EE | $250 | $1,334-81.3% | $4,092-93.9% | $2,440-89.8% |
| Participant deferral / active EE | $667 | $2,384-72.0% | $3,603-81.5% | $3,607-81.5% |
| Admin fee / account holder | $8,317 | $3,549+134.3% | $5,464+52.2% | $5,124+62.3% |