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 | $43,758 | $99,032-55.8% | $80,019-45.3% | $135,375-67.7% |
| Participation rate | 90.9% | 78.4%+12.6pp | 75.8%+15.1pp | 82.6%+8.3pp |
| Annual return | -3.67% | 15.39%-19.1pp | 11.22%-14.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $171 | $3,043-94.4% | $2,468-93.1% | $4,779-96.4% |
| Participant deferral / active EE | $813 | $4,282-81.0% | $3,686-78.0% | $5,609-85.5% |
| Admin fee / account holder | $1,499 | $10,436-85.6% | $6,521-77.0% | $10,827-86.2% |