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 | $26,197 | $113,935-77.0% | $94,224-72.2% | $125,391-79.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.28% | 5.29%-8.6pp | 10.68%-14.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $440 | $4,727-90.7% | $3,587-87.7% | $4,866-91.0% |
| Participant deferral / active EE | $1,067 | $5,179-79.4% | $4,320-75.3% | $5,352-80.1% |
| Admin fee / account holder | $1,808 | $8,391-78.5% | $6,269-71.2% | $9,540-81.1% |