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 | $37,916 | $135,635-72.0% | $110,238-65.6% | $135,375-72.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.04% | 513.19%-515.2pp | 314.74%-316.8pp | 519.73%-521.8pp |
| Employer contribution / active EE | $716 | $4,906-85.4% | $3,826-81.3% | $4,779-85.0% |
| Participant deferral / active EE | $1,009 | $5,506-81.7% | $4,672-78.4% | $5,609-82.0% |
| Admin fee / account holder | $98,187 | $11,457+757.0% | $8,547+1048.8% | $10,827+806.9% |