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 | $82,695 | $180,449-54.2% | $154,107-46.3% | $135,375-38.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -4.39% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,226 | $6,035-79.7% | $5,298-76.9% | $4,779-74.3% |
| Participant deferral / active EE | $1,333 | $5,806-77.0% | $5,081-73.8% | $5,609-76.2% |
| Admin fee / account holder | $1,706 | $16,143-89.4% | $13,411-87.3% | $10,827-84.2% |