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 | $27,620 | $167,484-83.5% | $151,611-81.8% | $134,475-79.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.39% | 7.80%-14.2pp | 3.33%-9.7pp | 417.96%-424.4pp |
| Employer contribution / active EE | $640 | $6,829-90.6% | $6,166-89.6% | $4,740-86.5% |
| Participant deferral / active EE | $2,236 | $8,986-75.1% | $8,363-73.3% | $6,400-65.1% |
| Admin fee / account holder | $467 | $13,783-96.6% | $11,616-96.0% | $11,426-95.9% |