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 8-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 | $24,288 | $90,600-73.2% | $79,464-69.4% | $135,375-82.1% |
| Participation rate | 87.0% | 76.0%+10.9pp | 73.3%+13.6pp | 82.6%+4.3pp |
| Annual return | -6.95% | 977.43%-984.4pp | 718.14%-725.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $524 | $4,050-87.1% | $3,704-85.9% | $5,609-90.7% |
| Admin fee / account holder | $5,413 | $5,907-8.4% | $5,113+5.9% | $10,827-50.0% |