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 | $20,034 | $85,790-76.6% | $67,313-70.2% | $135,375-85.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.20% | -0.54%-5.7pp | -4.08%-2.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $175 | $3,487-95.0% | $2,566-93.2% | $4,779-96.3% |
| Participant deferral / active EE | $175 | $4,651-96.2% | $3,568-95.1% | $5,609-96.9% |
| Admin fee / account holder | $1,655 | $6,392-74.1% | $4,507-63.3% | $10,827-84.7% |