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 9-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 | $72,108 | $138,044-47.8% | $125,339-42.5% | $134,475-46.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.24% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $966 | $5,243-81.6% | $4,814-79.9% | $4,740-79.6% |
| Participant deferral / active EE | $1,386 | $7,799-82.2% | $7,446-81.4% | $6,400-78.3% |
| Admin fee / account holder | $930 | $11,571-92.0% | $10,010-90.7% | $11,426-91.9% |