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 | $67,068 | $180,449-62.8% | $154,107-56.5% | $135,375-50.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -6.16% | 888.09%-894.2pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,237 | $6,035-79.5% | $5,298-76.7% | $4,779-74.1% |
| Participant deferral / active EE | $1,554 | $5,806-73.2% | $5,081-69.4% | $5,609-72.3% |
| Admin fee / account holder | $629 | $16,143-96.1% | $13,411-95.3% | $10,827-94.2% |