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 | $21,846 | $167,307-86.9% | $143,757-84.8% | $134,475-83.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -6.91% | 0.46%-7.4pp | -0.04%-6.9pp | 417.96%-424.9pp |
| Employer contribution / active EE | $906 | $5,619-83.9% | $4,951-81.7% | $4,740-80.9% |
| Participant deferral / active EE | $254 | $6,446-96.1% | $5,637-95.5% | $6,400-96.0% |
| Admin fee / account holder | $445 | $18,088-97.5% | $14,673-97.0% | $11,426-96.1% |