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 | $84,200 | $167,307-49.7% | $143,757-41.4% | $134,475-37.4% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -16.78% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $704 | $5,619-87.5% | $4,951-85.8% | $4,740-85.2% |
| Participant deferral / active EE | $1,819 | $6,446-71.8% | $5,637-67.7% | $6,400-71.6% |
| Admin fee / account holder | $3,353 | $18,088-81.5% | $14,673-77.1% | $11,426-70.7% |