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 | $37,434 | $135,635-72.4% | $110,238-66.0% | $135,375-72.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.46% | 513.19%-513.7pp | 314.74%-315.2pp | 519.73%-520.2pp |
| Employer contribution / active EE | $501 | $4,906-89.8% | $3,826-86.9% | $4,779-89.5% |
| Participant deferral / active EE | $880 | $5,506-84.0% | $4,672-81.2% | $5,609-84.3% |
| Admin fee / account holder | $1,334 | $11,457-88.4% | $8,547-84.4% | $10,827-87.7% |