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 | $24,182 | $56,199-57.0% | $67,652-64.3% | $59,632-59.4% |
| Participation rate | 73.0% | 71.5%+1.5pp | 75.7%-2.7pp | 68.7%+4.3pp |
| Annual return | -1.07% | 18505.31%-18506.4pp | 6625.04%-6626.1pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $906 | $2,844-68.1% | $3,560-74.5% | $3,192-71.6% |
| Admin fee / account holder | $8,951 | $3,958+126.1% | $4,821+85.7% | $4,297+108.3% |