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 | $45,302 | $138,065-67.2% | $123,544-63.3% | $135,375-66.5% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -1.73% | 153.68%-155.4pp | 119.20%-120.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $707 | $5,151-86.3% | $4,628-84.7% | $4,779-85.2% |
| Participant deferral / active EE | $1,783 | $6,799-73.8% | $6,426-72.2% | $5,609-68.2% |
| Admin fee / account holder | $27,100 | $10,916+148.3% | $9,284+191.9% | $10,827+150.3% |