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 | $32,506 | $95,862-66.1% | $79,550-59.1% | $134,475-75.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.74% | -2.69%-14.1pp | 0.16%-16.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $475 | $3,128-84.8% | $2,413-80.3% | $4,740-90.0% |
| Participant deferral / active EE | $700 | $4,693-85.1% | $3,985-82.4% | $6,400-89.1% |
| Admin fee / account holder | $1,625 | $9,126-82.2% | $6,832-76.2% | $11,426-85.8% |