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 | $123,876 | $160,055-22.6% | $140,016-11.5% | $135,375-8.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -5.97% | 911.38%-917.4pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,074 | $6,420-83.3% | $5,606-80.8% | $4,779-77.5% |
| Participant deferral / active EE | $2,687 | $7,642-64.8% | $6,927-61.2% | $5,609-52.1% |
| Admin fee / account holder | $558 | $13,328-95.8% | $10,705-94.8% | $10,827-94.8% |