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 | $15,806 | $95,862-83.5% | $79,550-80.1% | $134,475-88.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | 38.56% | -2.69%+41.2pp | 0.16%+38.4pp | 417.96%-379.4pp |
| Employer contribution / active EE | $331 | $3,128-89.4% | $2,413-86.3% | $4,740-93.0% |
| Participant deferral / active EE | $852 | $4,693-81.8% | $3,985-78.6% | $6,400-86.7% |
| Admin fee / account holder | $762 | $9,126-91.6% | $6,832-88.8% | $11,426-93.3% |