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 | $53,434 | $95,862-44.3% | $79,550-32.8% | $134,475-60.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -18.13% | -2.69%-15.4pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $425 | $3,128-86.4% | $2,413-82.4% | $4,740-91.0% |
| Participant deferral / active EE | $1,001 | $4,693-78.7% | $3,985-74.9% | $6,400-84.4% |
| Admin fee / account holder | $798 | $9,126-91.3% | $6,832-88.3% | $11,426-93.0% |