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 | $119,671 | $138,044-13.3% | $125,339-4.5% | $134,475-11.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -17.40% | 750.33%-767.7pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $852 | $5,243-83.8% | $4,814-82.3% | $4,740-82.0% |
| Participant deferral / active EE | $1,200 | $7,799-84.6% | $7,446-83.9% | $6,400-81.2% |
| Admin fee / account holder | $417 | $11,571-96.4% | $10,010-95.8% | $11,426-96.4% |