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 | $64,513 | $180,449-64.2% | $154,107-58.1% | $135,375-52.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -3.68% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,138 | $6,035-81.1% | $5,298-78.5% | $4,779-76.2% |
| Participant deferral / active EE | $1,799 | $5,806-69.0% | $5,081-64.6% | $5,609-67.9% |
| Admin fee / account holder | $52,925 | $16,143+227.9% | $13,411+294.6% | $10,827+388.8% |