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 | $54,654 | $142,344-61.6% | $119,609-54.3% | $134,475-59.4% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | 0.16% | -12.44%+12.6pp | -14.97%+15.1pp | 417.96%-417.8pp |
| Employer contribution / active EE | $637 | $5,222-87.8% | $4,232-84.9% | $4,740-86.6% |
| Participant deferral / active EE | $695 | $6,469-89.3% | $5,602-87.6% | $6,400-89.1% |
| Admin fee / account holder | $205,774 | $13,584+1414.8% | $10,323+1893.3% | $11,426+1700.9% |