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 | $21,763 | $138,065-84.2% | $123,544-82.4% | $135,375-83.9% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -5.40% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $697 | $5,151-86.5% | $4,628-84.9% | $4,779-85.4% |
| Participant deferral / active EE | $1,253 | $6,799-81.6% | $6,426-80.5% | $5,609-77.7% |
| Admin fee / account holder | $347 | $10,916-96.8% | $9,284-96.3% | $10,827-96.8% |