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 9-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 | $84,809 | $94,529-10.3% | $140,016-39.4% | $64,186+32.1% |
| Participation rate | 71.3% | 84.1%-12.8pp | 87.5%-16.2pp | 69.6%+1.7pp |
| Annual return | -3.53% | 7.77%-11.3pp | 651.12%-654.6pp | 7.63%-11.2pp |
| Employer contribution / active EE | $546 | $3,812-85.7% | $5,606-90.3% | $2,381-77.1% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,904 | $6,741+17.3% | $10,705-26.2% | $4,888+61.7% |