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 | $20,936 | $167,307-87.5% | $143,757-85.4% | $134,475-84.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.12% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $709 | $5,619-87.4% | $4,951-85.7% | $4,740-85.0% |
| Participant deferral / active EE | $1,333 | $6,446-79.3% | $5,637-76.3% | $6,400-79.2% |
| Admin fee / account holder | $862 | $18,088-95.2% | $14,673-94.1% | $11,426-92.5% |