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 9-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 | $148,683 | $185,822-20.0% | $169,993-12.5% | $139,434+6.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $159 | $7,590-97.9% | $6,785-97.7% | $4,751-96.6% |
| Participant deferral / active EE | $438 | $11,622-96.2% | $10,408-95.8% | $6,710-93.5% |
| Admin fee / account holder | $48,032 | $15,381+212.3% | $12,815+274.8% | $11,403+321.2% |