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 | $25,805 | $69,010-62.6% | $159,960-83.9% | $68,494-62.3% |
| Participation rate | 82.8% | 65.4%+17.3pp | 78.0%+4.8pp | 67.9%+14.9pp |
| Annual return | -17.68% | -9.65%-8.0pp | 408.60%-426.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $219 | $2,213-90.1% | $4,226-94.8% | $2,596-91.6% |
| Participant deferral / active EE | $1,334 | $4,212-68.3% | $6,182-78.4% | $4,027-66.9% |
| Admin fee / account holder | $1,185 | $4,798-75.3% | $8,698-86.4% | $5,403-78.1% |