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 | $48,830 | $127,100-61.6% | $105,738-53.8% | $135,375-63.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -4.65% | 4.49%-9.1pp | 6.27%-10.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $334 | $4,107-91.9% | $3,268-89.8% | $4,779-93.0% |
| Participant deferral / active EE | $163 | $5,064-96.8% | $4,080-96.0% | $5,609-97.1% |
| Admin fee / account holder | $998 | $9,087-89.0% | $6,913-85.6% | $10,827-90.8% |