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 | $19,184 | $71,809-73.3% | $61,048-68.6% | $152,861-87.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 19.81% | 29.74%-9.9pp | 26.18%-6.4pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,193 | $4,545-73.8% | $3,716-67.9% | $4,762-75.0% |
| Participant deferral / active EE | $0 | $5,467-100.0% | $4,470-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,780 | $4,750-20.4% | $3,728+1.4% | $11,596-67.4% |