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 | $35,971 | $167,484-78.5% | $151,611-76.3% | $134,475-73.3% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -15.70% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $346 | $6,829-94.9% | $6,166-94.4% | $4,740-92.7% |
| Participant deferral / active EE | $2,689 | $8,986-70.1% | $8,363-67.8% | $6,400-58.0% |
| Admin fee / account holder | $2,126 | $13,783-84.6% | $11,616-81.7% | $11,426-81.4% |