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 8-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 | $16,961 | $129,942-86.9% | $104,294-83.7% | $134,475-87.4% |
| Participation rate | 72.7% | 79.5%-6.8pp | 73.3%-0.5pp | 81.2%-8.5pp |
| Annual return | -9.91% | 42.03%-51.9pp | 24.61%-34.5pp | 417.96%-427.9pp |
| Employer contribution / active EE | $538 | $4,184-87.1% | $3,372-84.0% | $4,740-88.7% |
| Participant deferral / active EE | $700 | $5,588-87.5% | $4,625-84.9% | $6,400-89.1% |
| Admin fee / account holder | $2,575 | $9,323-72.4% | $7,339-64.9% | $11,426-77.5% |