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 8-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 | $17,771 | $138,044-87.1% | $125,339-85.8% | $134,475-86.8% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -7.79% | 750.33%-758.1pp | 572.05%-579.8pp | 417.96%-425.8pp |
| Employer contribution / active EE | $752 | $5,243-85.7% | $4,814-84.4% | $4,740-84.1% |
| Participant deferral / active EE | $1,708 | $7,799-78.1% | $7,446-77.1% | $6,400-73.3% |
| Admin fee / account holder | $1,077 | $11,571-90.7% | $10,010-89.2% | $11,426-90.6% |