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 | $55,096 | $77,813-29.2% | $123,544-55.4% | $64,186-14.2% |
| Participation rate | 81.1% | 74.7%+6.4pp | 82.3%-1.2pp | 69.6%+11.5pp |
| Annual return | -7.04% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,898 | $5,240-63.8% | $6,426-70.5% | $3,470-45.3% |
| Admin fee / account holder | $3,788 | $5,519-31.4% | $9,284-59.2% | $4,888-22.5% |