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 | $225,766 | $142,344+58.6% | $119,609+88.8% | $134,475+67.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.48% | -12.44%-6.0pp | -14.97%-3.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $468 | $5,222-91.0% | $4,232-88.9% | $4,740-90.1% |
| Participant deferral / active EE | $1,300 | $6,469-79.9% | $5,602-76.8% | $6,400-79.7% |
| Admin fee / account holder | $13,283 | $13,584-2.2% | $10,323+28.7% | $11,426+16.3% |