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 | $20,363 | $167,307-87.8% | $143,757-85.8% | $134,475-84.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -8.08% | 0.46%-8.5pp | -0.04%-8.0pp | 417.96%-426.0pp |
| Employer contribution / active EE | $955 | $5,619-83.0% | $4,951-80.7% | $4,740-79.9% |
| Participant deferral / active EE | $1,539 | $6,446-76.1% | $5,637-72.7% | $6,400-76.0% |
| Admin fee / account holder | $6,695 | $18,088-63.0% | $14,673-54.4% | $11,426-41.4% |