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 | $20,777 | $95,971-78.4% | $74,550-72.1% | $135,375-84.7% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -2.64% | 56.96%-59.6pp | 32.53%-35.2pp | 519.73%-522.4pp |
| Employer contribution / active EE | $95 | $2,716-96.5% | $1,961-95.2% | $4,779-98.0% |
| Participant deferral / active EE | $207 | $3,843-94.6% | $3,108-93.3% | $5,609-96.3% |
| Admin fee / account holder | $2,875 | $6,522-55.9% | $5,060-43.2% | $10,827-73.4% |