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 | $60,979 | $71,883-15.2% | $86,677-29.6% | $68,494-11.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.52% | 3.52%-17.0pp | 35.91%-49.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $541 | $2,173-75.1% | $2,836-80.9% | $2,596-79.2% |
| Participant deferral / active EE | $352 | $3,779-90.7% | $4,656-92.4% | $4,027-91.3% |
| Admin fee / account holder | $16,654 | $6,112+172.5% | $7,493+122.2% | $5,403+208.2% |