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 | $50,137 | $160,055-68.7% | $140,016-64.2% | $135,375-63.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -4.23% | 911.38%-915.6pp | 651.12%-655.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,313 | $6,420-79.5% | $5,606-76.6% | $4,779-72.5% |
| Participant deferral / active EE | $1,318 | $7,642-82.8% | $6,927-81.0% | $5,609-76.5% |
| Admin fee / account holder | $23,494 | $13,328+76.3% | $10,705+119.5% | $10,827+117.0% |