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 | $107,770 | $180,449-40.3% | $154,107-30.1% | $135,375-20.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.95% | 888.09%-892.0pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $897 | $6,035-85.1% | $5,298-83.1% | $4,779-81.2% |
| Participant deferral / active EE | $1,404 | $5,806-75.8% | $5,081-72.4% | $5,609-75.0% |
| Admin fee / account holder | $20,582 | $16,143+27.5% | $13,411+53.5% | $10,827+90.1% |