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 | $22,107 | $76,000-70.9% | $154,107-85.7% | $64,186-65.6% |
| Participation rate | 76.2% | 70.4%+5.8pp | 83.0%-6.8pp | 69.6%+6.6pp |
| Annual return | -3.43% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $7 | $3,351-99.8% | $5,298-99.9% | $2,381-99.7% |
| Participant deferral / active EE | $842 | $3,175-73.5% | $5,081-83.4% | $3,470-75.7% |
| Admin fee / account holder | $1,002 | $5,596-82.1% | $13,411-92.5% | $4,888-79.5% |