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 | $21,139 | $100,754-79.0% | $86,677-75.6% | $134,475-84.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.52% | 29.04%-44.6pp | 35.91%-51.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $588 | $3,489-83.2% | $2,836-79.3% | $4,740-87.6% |
| Participant deferral / active EE | $1,639 | $5,338-69.3% | $4,656-64.8% | $6,400-74.4% |
| Admin fee / account holder | $348 | $10,926-96.8% | $7,493-95.4% | $11,426-97.0% |