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 | $232,417 | $100,754+130.7% | $86,677+168.1% | $134,475+72.8% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -5.46% | 29.04%-34.5pp | 35.91%-41.4pp | 417.96%-423.4pp |
| Employer contribution / active EE | $480 | $3,489-86.2% | $2,836-83.1% | $4,740-89.9% |
| Participant deferral / active EE | $480 | $5,338-91.0% | $4,656-89.7% | $6,400-92.5% |
| Admin fee / account holder | $3,648 | $10,926-66.6% | $7,493-51.3% | $11,426-68.1% |