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 | $119,438 | $97,757+22.2% | $83,848+42.4% | $135,375-11.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.36% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $468 | $4,222-88.9% | $3,631-87.1% | $4,779-90.2% |
| Participant deferral / active EE | $468 | $4,682-90.0% | $4,082-88.5% | $5,609-91.7% |
| Admin fee / account holder | $7,631 | $6,674+14.3% | $5,478+39.3% | $10,827-29.5% |