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 | $27,216 | $167,484-83.7% | $151,611-82.0% | $134,475-79.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -13.37% | 7.80%-21.2pp | 3.33%-16.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $675 | $6,829-90.1% | $6,166-89.1% | $4,740-85.8% |
| Participant deferral / active EE | $999 | $8,986-88.9% | $8,363-88.1% | $6,400-84.4% |
| Admin fee / account holder | $2,636 | $13,783-80.9% | $11,616-77.3% | $11,426-76.9% |