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 | $109,684 | $105,860+3.6% | $90,749+20.9% | $134,475-18.4% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.7%+14.8pp | 81.2%+9.3pp |
| Annual return | -11.83% | -11.01%-0.8pp | -12.16%+0.3pp | 417.96%-429.8pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,087 | $5,216-79.2% | $4,564-76.2% | $6,400-83.0% |
| Admin fee / account holder | $184,011 | $13,938+1220.2% | $8,445+2079.0% | $11,426+1510.5% |