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 | $37,598 | $160,055-76.5% | $140,016-73.1% | $135,375-72.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -3.46% | 911.38%-914.8pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | -$148 | $6,420-102.3% | $5,606-102.6% | $4,779-103.1% |
| Participant deferral / active EE | $859 | $7,642-88.8% | $6,927-87.6% | $5,609-84.7% |
| Admin fee / account holder | $3,428 | $13,328-74.3% | $10,705-68.0% | $10,827-68.3% |