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 9-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 | $45,288 | $175,600-74.2% | $129,110-64.9% | $134,475-66.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -17.62% | -11.39%-6.2pp | -10.94%-6.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $948 | $6,355-85.1% | $5,052-81.2% | $4,740-80.0% |
| Participant deferral / active EE | $1,869 | $7,975-76.6% | $6,542-71.4% | $6,400-70.8% |
| Admin fee / account holder | $9,398 | $23,567-60.1% | $14,302-34.3% | $11,426-17.7% |