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 | $48,177 | $180,449-73.3% | $154,107-68.7% | $135,375-64.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -0.55% | 888.09%-888.6pp | 735.12%-735.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $97 | $6,035-98.4% | $5,298-98.2% | $4,779-98.0% |
| Participant deferral / active EE | $891 | $5,806-84.7% | $5,081-82.5% | $5,609-84.1% |
| Admin fee / account holder | $14,881 | $16,143-7.8% | $13,411+11.0% | $10,827+37.4% |