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 | $58,731 | $138,044-57.5% | $125,339-53.1% | $134,475-56.3% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -13.80% | 750.33%-764.1pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $387 | $5,243-92.6% | $4,814-92.0% | $4,740-91.8% |
| Participant deferral / active EE | $1,635 | $7,799-79.0% | $7,446-78.0% | $6,400-74.5% |
| Admin fee / account holder | $1,173 | $11,571-89.9% | $10,010-88.3% | $11,426-89.7% |