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 | $96,259 | $160,055-39.9% | $140,016-31.3% | $135,375-28.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -2.89% | 911.38%-914.3pp | 651.12%-654.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $575 | $6,420-91.0% | $5,606-89.7% | $4,779-88.0% |
| Participant deferral / active EE | $2,376 | $7,642-68.9% | $6,927-65.7% | $5,609-57.6% |
| Admin fee / account holder | $36,581 | $13,328+174.5% | $10,705+241.7% | $10,827+237.9% |