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 | $111,161 | $160,055-30.5% | $140,016-20.6% | $135,375-17.9% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -6.74% | 911.38%-918.1pp | 651.12%-657.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $691 | $6,420-89.2% | $5,606-87.7% | $4,779-85.5% |
| Participant deferral / active EE | $2,126 | $7,642-72.2% | $6,927-69.3% | $5,609-62.1% |
| Admin fee / account holder | $3,432 | $13,328-74.3% | $10,705-67.9% | $10,827-68.3% |