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 | $45,869 | $142,344-67.8% | $119,609-61.7% | $134,475-65.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.02% | -12.44%-4.6pp | -14.97%-2.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $788 | $5,222-84.9% | $4,232-81.4% | $4,740-83.4% |
| Participant deferral / active EE | $1,136 | $6,469-82.4% | $5,602-79.7% | $6,400-82.2% |
| Admin fee / account holder | $1,133 | $13,584-91.7% | $10,323-89.0% | $11,426-90.1% |