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 | $115,598 | $97,757+18.3% | $83,848+37.9% | $135,375-14.6% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -8.26% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $691 | $4,222-83.6% | $3,631-81.0% | $4,779-85.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,130 | $6,674-38.1% | $5,478-24.6% | $10,827-61.9% |