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 | $28,500 | $97,044-70.6% | $83,333-65.8% | $135,375-78.9% |
| Participation rate | 76.9% | 80.4%-3.5pp | 77.8%-0.8pp | 82.6%-5.7pp |
| Annual return | -4.10% | 12.31%-16.4pp | 10.63%-14.7pp | 519.73%-523.8pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,648 | $5,964-72.4% | $5,565-70.4% | $5,609-70.6% |
| Admin fee / account holder | $2,325 | $8,380-72.3% | $7,510-69.0% | $10,827-78.5% |