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 3-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 | $38,300 | $167,484-77.1% | $151,611-74.7% | $134,475-71.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -10.82% | 7.80%-18.6pp | 3.33%-14.1pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,092 | $6,829-84.0% | $6,166-82.3% | $4,740-77.0% |
| Participant deferral / active EE | $1,960 | $8,986-78.2% | $8,363-76.6% | $6,400-69.4% |
| Admin fee / account holder | $10,418 | $13,783-24.4% | $11,616-10.3% | $11,426-8.8% |