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 | $21,084 | $90,590-76.7% | $90,782-76.8% | $135,375-84.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.36% | -3.40%-2.0pp | -3.42%-1.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $902 | $4,352-79.3% | $4,105-78.0% | $4,779-81.1% |
| Participant deferral / active EE | $1,128 | $5,407-79.1% | $5,366-79.0% | $5,609-79.9% |
| Admin fee / account holder | $679 | $7,683-91.2% | $5,908-88.5% | $10,827-93.7% |