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 | $39,266 | $135,635-71.0% | $110,238-64.4% | $135,375-71.0% |
| Participation rate | 73.7% | 83.5%-9.8pp | 79.8%-6.1pp | 82.6%-9.0pp |
| Annual return | -6.60% | 513.19%-519.8pp | 314.74%-321.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,126 | $5,506-79.5% | $4,672-75.9% | $5,609-79.9% |
| Admin fee / account holder | $4,607 | $11,457-59.8% | $8,547-46.1% | $10,827-57.4% |