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 | $145,504 | $167,484-13.1% | $151,611-4.0% | $134,475+8.2% |
| Participation rate | 72.2% | 88.4%-16.2pp | 87.5%-15.3pp | 81.2%-9.0pp |
| Annual return | -14.18% | 7.80%-22.0pp | 3.33%-17.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $729 | $8,986-91.9% | $8,363-91.3% | $6,400-88.6% |
| Admin fee / account holder | $9,373 | $13,783-32.0% | $11,616-19.3% | $11,426-18.0% |