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 | $46,333 | $160,055-71.1% | $140,016-66.9% | $135,375-65.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -7.45% | 911.38%-918.8pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $549 | $6,420-91.5% | $5,606-90.2% | $4,779-88.5% |
| Participant deferral / active EE | $786 | $7,642-89.7% | $6,927-88.6% | $5,609-86.0% |
| Admin fee / account holder | $4,208 | $13,328-68.4% | $10,705-60.7% | $10,827-61.1% |