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 9-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 | $22,796 | $56,199-59.4% | $67,652-66.3% | $59,632-61.8% |
| Participation rate | 78.1% | 71.5%+6.6pp | 75.7%+2.4pp | 68.7%+9.4pp |
| Annual return | -0.58% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $629 | $2,844-77.9% | $3,560-82.3% | $3,192-80.3% |
| Admin fee / account holder | $3,846 | $3,958-2.8% | $4,821-20.2% | $4,297-10.5% |