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 | $44,075 | $94,529-53.4% | $140,016-68.5% | $64,186-31.3% |
| Participation rate | 80.3% | 84.1%-3.8pp | 87.5%-7.2pp | 69.6%+10.7pp |
| Annual return | -3.17% | 7.77%-10.9pp | 651.12%-654.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $148 | $3,812-96.1% | $5,606-97.4% | $2,381-93.8% |
| Participant deferral / active EE | $2,126 | $5,250-59.5% | $6,927-69.3% | $3,470-38.7% |
| Admin fee / account holder | $884 | $6,741-86.9% | $10,705-91.7% | $4,888-81.9% |