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 | $33,137 | $167,484-80.2% | $151,611-78.1% | $134,475-75.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.17% | 7.80%-24.0pp | 3.33%-19.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,333 | $6,829-80.5% | $6,166-78.4% | $4,740-71.9% |
| Participant deferral / active EE | $2,267 | $8,986-74.8% | $8,363-72.9% | $6,400-64.6% |
| Admin fee / account holder | $835 | $13,783-93.9% | $11,616-92.8% | $11,426-92.7% |