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 | $21,399 | $147,727-85.5% | $115,756-81.5% | $134,475-84.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -11.73% | 73.96%-85.7pp | 143.14%-154.9pp | 417.96%-429.7pp |
| Employer contribution / active EE | $335 | $4,713-92.9% | $3,793-91.2% | $4,740-92.9% |
| Participant deferral / active EE | $387 | $7,563-94.9% | $6,254-93.8% | $6,400-93.9% |
| Admin fee / account holder | $563 | $14,571-96.1% | $8,124-93.1% | $11,426-95.1% |