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 | $40,585 | $127,100-68.1% | $105,738-61.6% | $135,375-70.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 76.3%-4.9pp | 82.6%-11.2pp |
| Annual return | -6.11% | 4.49%-10.6pp | 6.27%-12.4pp | 519.73%-525.8pp |
| Employer contribution / active EE | $267 | $4,107-93.5% | $3,268-91.8% | $4,779-94.4% |
| Participant deferral / active EE | $380 | $5,064-92.5% | $4,080-90.7% | $5,609-93.2% |
| Admin fee / account holder | $4,702 | $9,087-48.3% | $6,913-32.0% | $10,827-56.6% |