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 | $28,999 | $100,754-71.2% | $86,677-66.5% | $134,475-78.4% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -7.78% | 29.04%-36.8pp | 35.91%-43.7pp | 417.96%-425.7pp |
| Employer contribution / active EE | -$217 | $3,489-106.2% | $2,836-107.6% | $4,740-104.6% |
| Participant deferral / active EE | $1,594 | $5,338-70.1% | $4,656-65.8% | $6,400-75.1% |
| Admin fee / account holder | $1,406 | $10,926-87.1% | $7,493-81.2% | $11,426-87.7% |