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 | $49,873 | $92,222-45.9% | $76,768-35.0% | $135,375-63.2% |
| Participation rate | 76.5% | 79.8%-3.3pp | 77.0%-0.5pp | 82.6%-6.2pp |
| Annual return | -6.30% | 5.46%-11.8pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $226 | $3,216-93.0% | $2,485-90.9% | $4,779-95.3% |
| Participant deferral / active EE | $983 | $4,509-78.2% | $3,852-74.5% | $5,609-82.5% |
| Admin fee / account holder | $2,867 | $10,748-73.3% | $6,675-57.0% | $10,827-73.5% |