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 | $38,757 | $72,404-46.5% | $110,238-64.8% | $64,186-39.6% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.6%+28.3pp |
| Annual return | 5.02% | -6.29%+11.3pp | 314.74%-309.7pp | 7.63%-2.6pp |
| Employer contribution / active EE | $160 | $2,282-93.0% | $3,826-95.8% | $2,381-93.3% |
| Participant deferral / active EE | $1,401 | $3,469-59.6% | $4,672-70.0% | $3,470-59.6% |
| Admin fee / account holder | $5,945 | $5,664+5.0% | $8,547-30.4% | $4,888+21.6% |