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 | $24,166 | $127,100-81.0% | $105,738-77.1% | $135,375-82.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 76.3%+13.7pp | 82.6%+7.4pp |
| Annual return | -5.48% | 4.49%-10.0pp | 6.27%-11.8pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $111 | $5,064-97.8% | $4,080-97.3% | $5,609-98.0% |
| Admin fee / account holder | $764 | $9,087-91.6% | $6,913-89.0% | $10,827-92.9% |