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 | $38,098 | $167,307-77.2% | $143,757-73.5% | $134,475-71.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.89% | 0.46%-13.4pp | -0.04%-12.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $828 | $5,619-85.3% | $4,951-83.3% | $4,740-82.5% |
| Participant deferral / active EE | $616 | $6,446-90.4% | $5,637-89.1% | $6,400-90.4% |
| Admin fee / account holder | $57,589 | $18,088+218.4% | $14,673+292.5% | $11,426+404.0% |