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 | $59,318 | $180,449-67.1% | $154,107-61.5% | $135,375-56.2% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -3.25% | 888.09%-891.3pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $658 | $6,035-89.1% | $5,298-87.6% | $4,779-86.2% |
| Participant deferral / active EE | $1,881 | $5,806-67.6% | $5,081-63.0% | $5,609-66.5% |
| Admin fee / account holder | $991 | $16,143-93.9% | $13,411-92.6% | $10,827-90.8% |