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 | $37,083 | $77,813-52.3% | $123,544-70.0% | $64,186-42.2% |
| Participation rate | 87.7% | 74.7%+13.0pp | 82.3%+5.4pp | 69.6%+18.2pp |
| Annual return | -3.08% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $323 | $3,014-89.3% | $4,628-93.0% | $2,381-86.4% |
| Participant deferral / active EE | $1,898 | $5,240-63.8% | $6,426-70.5% | $3,470-45.3% |
| Admin fee / account holder | $3,562 | $5,519-35.4% | $9,284-61.6% | $4,888-27.1% |