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 | $22,352 | $105,860-78.9% | $90,749-75.4% | $134,475-83.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -6.78% | -11.01%+4.2pp | -12.16%+5.4pp | 417.96%-424.7pp |
| Employer contribution / active EE | $500 | $3,462-85.6% | $2,921-82.9% | $4,740-89.5% |
| Participant deferral / active EE | $1,000 | $5,216-80.8% | $4,564-78.1% | $6,400-84.4% |
| Admin fee / account holder | $305 | $13,938-97.8% | $8,445-96.4% | $11,426-97.3% |