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 | $22,145 | $39,019-43.2% | $80,716-72.6% | $85,850-74.2% |
| Participation rate | 94.4% | 41.5%+52.9pp | 54.2%+40.3pp | 69.3%+25.1pp |
| Annual return | 14.95% | 26.27%-11.3pp | 87.28%-72.3pp | 318.53%-303.6pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $55 | $1,326-95.9% | $2,146-97.5% | $3,952-98.6% |
| Admin fee / account holder | $992 | $2,431-59.2% | $3,380-70.6% | $6,260-84.2% |