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 | $36,738 | $160,055-77.0% | $140,016-73.8% | $135,375-72.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.53% | 911.38%-913.9pp | 651.12%-653.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $793 | $6,420-87.7% | $5,606-85.9% | $4,779-83.4% |
| Participant deferral / active EE | $2,081 | $7,642-72.8% | $6,927-70.0% | $5,609-62.9% |
| Admin fee / account holder | $789 | $13,328-94.1% | $10,705-92.6% | $10,827-92.7% |