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 | $95,422 | $82,664+15.4% | $125,339-23.9% | $68,494+39.3% |
| Participation rate | 94.7% | 75.0%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -2.96% | -5.97%+3.0pp | 572.05%-575.0pp | -7.84%+4.9pp |
| Employer contribution / active EE | $588 | $3,381-82.6% | $4,814-87.8% | $2,596-77.3% |
| Participant deferral / active EE | $1,269 | $6,110-79.2% | $7,446-83.0% | $4,027-68.5% |
| Admin fee / account holder | $470 | $6,275-92.5% | $10,010-95.3% | $5,403-91.3% |