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 | $77,297 | $175,600-56.0% | $129,110-40.1% | $134,475-42.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.34% | -11.39%-4.9pp | -10.94%-5.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,147 | $6,355-82.0% | $5,052-77.3% | $4,740-75.8% |
| Participant deferral / active EE | $1,726 | $7,975-78.4% | $6,542-73.6% | $6,400-73.0% |
| Admin fee / account holder | $887 | $23,567-96.2% | $14,302-93.8% | $11,426-92.2% |