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 | $47,051 | $160,055-70.6% | $140,016-66.4% | $135,375-65.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -2.37% | 911.38%-913.8pp | 651.12%-653.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $756 | $6,420-88.2% | $5,606-86.5% | $4,779-84.2% |
| Participant deferral / active EE | $1,614 | $7,642-78.9% | $6,927-76.7% | $5,609-71.2% |
| Admin fee / account holder | $33,563 | $13,328+151.8% | $10,705+213.5% | $10,827+210.0% |