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 | $150,156 | $142,344+5.5% | $119,609+25.5% | $134,475+11.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -7.94% | -12.44%+4.5pp | -14.97%+7.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $415 | $5,222-92.1% | $4,232-90.2% | $4,740-91.2% |
| Participant deferral / active EE | $415 | $6,469-93.6% | $5,602-92.6% | $6,400-93.5% |
| Admin fee / account holder | $963 | $13,584-92.9% | $10,323-90.7% | $11,426-91.6% |