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 | $114,496 | $167,307-31.6% | $143,757-20.4% | $134,475-14.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.33% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $784 | $5,619-86.0% | $4,951-84.2% | $4,740-83.5% |
| Participant deferral / active EE | $1,985 | $6,446-69.2% | $5,637-64.8% | $6,400-69.0% |
| Admin fee / account holder | $5,330 | $18,088-70.5% | $14,673-63.7% | $11,426-53.4% |