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 | $71,657 | $48,274+48.4% | $63,517+12.8% | $59,632+20.2% |
| Participation rate | 82.1% | 66.3%+15.8pp | 71.0%+11.1pp | 68.7%+13.5pp |
| Annual return | -0.45% | -240.79%+240.3pp | -70.30%+69.8pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $183 | $1,586-88.5% | $2,322-92.1% | $2,203-91.7% |
| Participant deferral / active EE | $753 | $2,343-67.9% | $2,953-74.5% | $3,192-76.4% |
| Admin fee / account holder | $1,768 | $3,600-50.9% | $5,892-70.0% | $4,297-58.9% |