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 | $45,311 | $95,862-52.7% | $79,550-43.0% | $134,475-66.3% |
| Participation rate | 78.9% | 75.0%+3.9pp | 69.5%+9.5pp | 81.2%-2.3pp |
| Annual return | -14.24% | -2.69%-11.6pp | 0.16%-14.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $240 | $3,128-92.3% | $2,413-90.1% | $4,740-94.9% |
| Participant deferral / active EE | $280 | $4,693-94.0% | $3,985-93.0% | $6,400-95.6% |
| Admin fee / account holder | $1,266 | $9,126-86.1% | $6,832-81.5% | $11,426-88.9% |