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 | $37,773 | $160,055-76.4% | $140,016-73.0% | $135,375-72.1% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.5%-15.3pp | 82.6%-10.4pp |
| Annual return | -6.42% | 911.38%-917.8pp | 651.12%-657.5pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,066 | $6,420-83.4% | $5,606-81.0% | $4,779-77.7% |
| Participant deferral / active EE | $1,629 | $7,642-78.7% | $6,927-76.5% | $5,609-71.0% |
| Admin fee / account holder | $324 | $13,328-97.6% | $10,705-97.0% | $10,827-97.0% |