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 | $28,891 | $180,449-84.0% | $154,107-81.3% | $135,375-78.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -4.89% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $758 | $6,035-87.4% | $5,298-85.7% | $4,779-84.1% |
| Participant deferral / active EE | $1,182 | $5,806-79.6% | $5,081-76.7% | $5,609-78.9% |
| Admin fee / account holder | $3,186 | $16,143-80.3% | $13,411-76.2% | $10,827-70.6% |