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 | $42,615 | $160,055-73.4% | $140,016-69.6% | $135,375-68.5% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -9.18% | 911.38%-920.6pp | 651.12%-660.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $926 | $6,420-85.6% | $5,606-83.5% | $4,779-80.6% |
| Participant deferral / active EE | $2,395 | $7,642-68.7% | $6,927-65.4% | $5,609-57.3% |
| Admin fee / account holder | $531 | $13,328-96.0% | $10,705-95.0% | $10,827-95.1% |