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 | $14,104 | $76,000-81.4% | $154,107-90.8% | $64,186-78.0% |
| Participation rate | 86.0% | 70.4%+15.6pp | 83.0%+3.0pp | 69.6%+16.5pp |
| Annual return | -4.42% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $36 | $3,351-98.9% | $5,298-99.3% | $2,381-98.5% |
| Participant deferral / active EE | $48 | $3,175-98.5% | $5,081-99.0% | $3,470-98.6% |
| Admin fee / account holder | $864 | $5,596-84.6% | $13,411-93.6% | $4,888-82.3% |