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 4-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 | $60,716 | $129,942-53.3% | $104,294-41.8% | $134,475-54.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.53% | 42.03%-59.6pp | 24.61%-42.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $621 | $4,184-85.2% | $3,372-81.6% | $4,740-86.9% |
| Participant deferral / active EE | $621 | $5,588-88.9% | $4,625-86.6% | $6,400-90.3% |
| Admin fee / account holder | $831 | $9,323-91.1% | $7,339-88.7% | $11,426-92.7% |