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 | $32,922 | $167,484-80.3% | $151,611-78.3% | $134,475-75.5% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -9.94% | 7.80%-17.7pp | 3.33%-13.3pp | 417.96%-427.9pp |
| Employer contribution / active EE | $947 | $6,829-86.1% | $6,166-84.6% | $4,740-80.0% |
| Participant deferral / active EE | $2,955 | $8,986-67.1% | $8,363-64.7% | $6,400-53.8% |
| Admin fee / account holder | $1,256 | $13,783-90.9% | $11,616-89.2% | $11,426-89.0% |