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 | $48,677 | $160,055-69.6% | $140,016-65.2% | $135,375-64.0% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.5%-0.5pp | 82.6%+4.3pp |
| Annual return | -4.22% | 911.38%-915.6pp | 651.12%-655.3pp | 519.73%-524.0pp |
| Employer contribution / active EE | $996 | $6,420-84.5% | $5,606-82.2% | $4,779-79.1% |
| Participant deferral / active EE | $2,451 | $7,642-67.9% | $6,927-64.6% | $5,609-56.3% |
| Admin fee / account holder | $1,093 | $13,328-91.8% | $10,705-89.8% | $10,827-89.9% |