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 | $47,633 | $131,829-63.9% | $108,579-56.1% | $273,961-82.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.62% | -91.57%+99.2pp | -51.70%+59.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $250 | $4,912-94.9% | $3,758-93.3% | $4,869-94.9% |
| Participant deferral / active EE | $300 | $5,127-94.1% | $4,311-93.0% | $5,287-94.3% |
| Admin fee / account holder | $532 | $10,252-94.8% | $7,645-93.0% | $10,132-94.8% |