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 | $28,199 | $138,065-79.6% | $123,544-77.2% | $135,375-79.2% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | -7.58% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $273 | $5,151-94.7% | $4,628-94.1% | $4,779-94.3% |
| Participant deferral / active EE | $1,866 | $6,799-72.6% | $6,426-71.0% | $5,609-66.7% |
| Admin fee / account holder | $1,873 | $10,916-82.8% | $9,284-79.8% | $10,827-82.7% |