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 | $134,215 | $160,055-16.1% | $140,016-4.1% | $135,375-0.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.78% | 911.38%-912.2pp | 651.12%-651.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $786 | $6,420-87.8% | $5,606-86.0% | $4,779-83.5% |
| Participant deferral / active EE | $2,613 | $7,642-65.8% | $6,927-62.3% | $5,609-53.4% |
| Admin fee / account holder | $13,589 | $13,328+2.0% | $10,705+26.9% | $10,827+25.5% |