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 | $27,971 | $133,958-79.1% | $112,228-75.1% | $134,475-79.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.18% | 47.11%-61.3pp | 27.45%-41.6pp | 417.96%-432.1pp |
| Employer contribution / active EE | $76 | $4,038-98.1% | $3,635-97.9% | $4,740-98.4% |
| Participant deferral / active EE | $583 | $5,291-89.0% | $4,728-87.7% | $6,400-90.9% |
| Admin fee / account holder | $13,728 | $7,489+83.3% | $6,410+114.2% | $11,426+20.2% |