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 | $49,216 | $95,971-48.7% | $74,550-34.0% | $135,375-63.6% |
| Participation rate | 76.5% | 75.7%+0.8pp | 69.1%+7.3pp | 82.6%-6.2pp |
| Annual return | -6.87% | 56.96%-63.8pp | 32.53%-39.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $294 | $2,716-89.2% | $1,961-85.0% | $4,779-93.8% |
| Participant deferral / active EE | $337 | $3,843-91.2% | $3,108-89.1% | $5,609-94.0% |
| Admin fee / account holder | $724 | $6,522-88.9% | $5,060-85.7% | $10,827-93.3% |