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 | $13,967 | $106,543-86.9% | $91,220-84.7% | $134,475-89.6% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -13.49% | 160.60%-174.1pp | 114.01%-127.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $236 | $3,331-92.9% | $2,850-91.7% | $4,740-95.0% |
| Participant deferral / active EE | $195 | $4,719-95.9% | $4,234-95.4% | $6,400-97.0% |
| Admin fee / account holder | $9,085 | $6,231+45.8% | $5,420+67.6% | $11,426-20.5% |