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 | $30,557 | $61,774-50.5% | $97,226-68.6% | $80,856-62.2% |
| Participation rate | 72.7% | 63.5%+9.2pp | 72.7%0pp | 67.6%+5.1pp |
| Annual return | 126.47% | -557.90%+684.4pp | 75.13%+51.3pp | 35.59%+90.9pp |
| Employer contribution / active EE | $247 | $1,837-86.6% | $2,729-91.0% | $2,755-91.0% |
| Participant deferral / active EE | $898 | $3,029-70.4% | $4,264-78.9% | $4,296-79.1% |
| Admin fee / account holder | $29,113 | $5,166+463.5% | $5,654+415.0% | $6,918+320.8% |