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 8-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 | $14,236 | $92,703-84.6% | $82,719-82.8% | $134,475-89.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -14.48% | 944.92%-959.4pp | 701.18%-715.7pp | 417.96%-432.4pp |
| Employer contribution / active EE | $277 | $3,274-91.5% | $3,009-90.8% | $4,740-94.2% |
| Participant deferral / active EE | $460 | $4,802-90.4% | $4,395-89.5% | $6,400-92.8% |
| Admin fee / account holder | $1,042 | $5,983-82.6% | $5,329-80.4% | $11,426-90.9% |