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 | $40,762 | $180,449-77.4% | $154,107-73.5% | $135,375-69.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -3.61% | 888.09%-891.7pp | 735.12%-738.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,203 | $6,035-80.1% | $5,298-77.3% | $4,779-74.8% |
| Participant deferral / active EE | $1,401 | $5,806-75.9% | $5,081-72.4% | $5,609-75.0% |
| Admin fee / account holder | $7,158 | $16,143-55.7% | $13,411-46.6% | $10,827-33.9% |