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 | $40,211 | $138,044-70.9% | $125,339-67.9% | $134,475-70.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.41% | 750.33%-764.7pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $238 | $5,243-95.5% | $4,814-95.1% | $4,740-95.0% |
| Participant deferral / active EE | $226 | $7,799-97.1% | $7,446-97.0% | $6,400-96.5% |
| Admin fee / account holder | $2,391 | $11,571-79.3% | $10,010-76.1% | $11,426-79.1% |