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 9-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 | $62,153 | $81,208-23.5% | $98,907-37.2% | $79,858-22.2% |
| Participation rate | 74.3% | 72.5%+1.8pp | 76.0%-1.7pp | 69.6%+4.7pp |
| Annual return | 13.65% | 60.99%-47.3pp | 196.43%-182.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $644 | $3,265-80.3% | $4,244-84.8% | $3,740-82.8% |
| Admin fee / account holder | $1,131 | $6,013-81.2% | $6,642-83.0% | $5,306-78.7% |