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 | $32,276 | $142,344-77.3% | $119,609-73.0% | $134,475-76.0% |
| Participation rate | 84.2% | 82.8%+1.4pp | 79.3%+5.0pp | 81.2%+3.0pp |
| Annual return | -18.25% | -12.44%-5.8pp | -14.97%-3.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $780 | $6,469-87.9% | $5,602-86.1% | $6,400-87.8% |
| Admin fee / account holder | $645 | $13,584-95.2% | $10,323-93.7% | $11,426-94.4% |