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 | $15,425 | $97,044-84.1% | $83,333-81.5% | $135,375-88.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -1.78% | 12.31%-14.1pp | 10.63%-12.4pp | 519.73%-521.5pp |
| Employer contribution / active EE | -$275 | $4,143-106.6% | $3,379-108.1% | $4,779-105.8% |
| Participant deferral / active EE | $275 | $5,964-95.4% | $5,565-95.1% | $5,609-95.1% |
| Admin fee / account holder | $345 | $8,380-95.9% | $7,510-95.4% | $10,827-96.8% |