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 | $80,230 | $110,094-27.1% | $151,611-47.1% | $68,494+17.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -11.84% | -10.12%-1.7pp | 3.33%-15.2pp | -7.84%-4.0pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,970 | $6,527-54.5% | $8,363-64.5% | $4,027-26.3% |
| Admin fee / account holder | $10,887 | $7,719+41.1% | $11,616-6.3% | $5,403+101.5% |