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 | $60,617 | $91,538-33.8% | $129,995-53.4% | $75,163-19.4% |
| Participation rate | 70.2% | 71.4%-1.2pp | 78.5%-8.3pp | 67.2%+3.0pp |
| Annual return | 13.10% | -631.11%+644.2pp | -137.18%+150.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $364 | $2,845-87.2% | $4,320-91.6% | $2,670-86.4% |
| Participant deferral / active EE | $946 | $4,341-78.2% | $5,820-83.8% | $4,125-77.1% |
| Admin fee / account holder | $3,519 | $6,790-48.2% | $10,614-66.8% | $5,651-37.7% |