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 | $21,922 | $54,350-59.7% | $82,719-73.5% | $68,494-68.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.48% | -13.67%-2.8pp | 701.18%-717.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $179 | $2,218-91.9% | $3,009-94.0% | $2,596-93.1% |
| Participant deferral / active EE | $766 | $3,246-76.4% | $4,395-82.6% | $4,027-81.0% |
| Admin fee / account holder | $2,698 | $4,395-38.6% | $5,329-49.4% | $5,403-50.1% |