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 | $24,316 | $106,543-77.2% | $91,220-73.3% | $134,475-81.9% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -13.49% | 160.60%-174.1pp | 114.01%-127.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $81 | $3,331-97.6% | $2,850-97.2% | $4,740-98.3% |
| Participant deferral / active EE | $162 | $4,719-96.6% | $4,234-96.2% | $6,400-97.5% |
| Admin fee / account holder | $3,829 | $6,231-38.5% | $5,420-29.3% | $11,426-66.5% |