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 | $71,175 | $138,044-48.4% | $125,339-43.2% | $134,475-47.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.09% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $621 | $5,243-88.2% | $4,814-87.1% | $4,740-86.9% |
| Participant deferral / active EE | $1,241 | $7,799-84.1% | $7,446-83.3% | $6,400-80.6% |
| Admin fee / account holder | $462 | $11,571-96.0% | $10,010-95.4% | $11,426-96.0% |