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 | $48,684 | $167,484-70.9% | $151,611-67.9% | $134,475-63.8% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | -10.54% | 7.80%-18.3pp | 3.33%-13.9pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,132 | $6,829-83.4% | $6,166-81.6% | $4,740-76.1% |
| Participant deferral / active EE | $1,397 | $8,986-84.4% | $8,363-83.3% | $6,400-78.2% |
| Admin fee / account holder | $688 | $13,783-95.0% | $11,616-94.1% | $11,426-94.0% |