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 | $20,992 | $100,754-79.2% | $86,677-75.8% | $134,475-84.4% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -18.65% | 29.04%-47.7pp | 35.91%-54.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $601 | $3,489-82.8% | $2,836-78.8% | $4,740-87.3% |
| Participant deferral / active EE | $1,193 | $5,338-77.6% | $4,656-74.4% | $6,400-81.4% |
| Admin fee / account holder | $26,306 | $10,926+140.8% | $7,493+251.1% | $11,426+130.2% |