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 | $14,426 | $75,828-81.0% | $147,614-90.2% | $59,632-75.8% |
| Participation rate | 90.0% | 71.6%+18.4pp | 84.6%+5.4pp | 68.7%+21.3pp |
| Annual return | -0.18% | 0.37%-0.5pp | 61.98%-62.2pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $782 | $3,130-75.0% | $4,895-84.0% | $3,192-75.5% |
| Admin fee / account holder | $1,281 | $5,985-78.6% | $11,611-89.0% | $4,297-70.2% |