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 | $96,038 | $135,635-29.2% | $110,238-12.9% | $135,375-29.1% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -5.34% | 513.19%-518.5pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $525 | $4,906-89.3% | $3,826-86.3% | $4,779-89.0% |
| Participant deferral / active EE | $1,600 | $5,506-70.9% | $4,672-65.8% | $5,609-71.5% |
| Admin fee / account holder | $1,261 | $11,457-89.0% | $8,547-85.2% | $10,827-88.4% |