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 | $22,583 | $82,286-72.6% | $68,791-67.2% | $134,475-83.2% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.0%+3.7pp | 81.2%-8.5pp |
| Annual return | -17.32% | -2.19%-15.1pp | -6.38%-10.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $452 | $3,301-86.3% | $2,655-83.0% | $4,740-90.5% |
| Participant deferral / active EE | $719 | $4,739-84.8% | $3,941-81.8% | $6,400-88.8% |
| Admin fee / account holder | $401 | $6,481-93.8% | $4,932-91.9% | $11,426-96.5% |