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 | $41,341 | $167,484-75.3% | $151,611-72.7% | $134,475-69.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -14.18% | 7.80%-22.0pp | 3.33%-17.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,248 | $6,829-81.7% | $6,166-79.8% | $4,740-73.7% |
| Participant deferral / active EE | $1,765 | $8,986-80.4% | $8,363-78.9% | $6,400-72.4% |
| Admin fee / account holder | $7,212 | $13,783-47.7% | $11,616-37.9% | $11,426-36.9% |