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 | $52,515 | $142,344-63.1% | $119,609-56.1% | $134,475-60.9% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -16.43% | -12.44%-4.0pp | -14.97%-1.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $766 | $5,222-85.3% | $4,232-81.9% | $4,740-83.8% |
| Participant deferral / active EE | $1,879 | $6,469-71.0% | $5,602-66.5% | $6,400-70.6% |
| Admin fee / account holder | $6,698 | $13,584-50.7% | $10,323-35.1% | $11,426-41.4% |