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 | $40,304 | $83,908-52.0% | $68,509-41.2% | $125,391-67.9% |
| Participation rate | 70.6% | 78.2%-7.6pp | 74.7%-4.1pp | 83.2%-12.6pp |
| Annual return | -1.43% | 14.48%-15.9pp | 8.27%-9.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $955 | $4,125-76.9% | $3,382-71.8% | $5,352-82.2% |
| Admin fee / account holder | $3,594 | $8,982-60.0% | $5,275-31.9% | $9,540-62.3% |