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 | $60,939 | $56,199+8.4% | $67,652-9.9% | $59,632+2.2% |
| Participation rate | 81.1% | 71.5%+9.6pp | 75.7%+5.4pp | 68.7%+12.4pp |
| Annual return | -1.72% | 18505.31%-18507.0pp | 6625.04%-6626.8pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $406 | $2,844-85.7% | $3,560-88.6% | $3,192-87.3% |
| Admin fee / account holder | $17,586 | $3,958+344.3% | $4,821+264.8% | $4,297+309.3% |