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 | $66,710 | $71,883-7.2% | $86,677-23.0% | $68,494-2.6% |
| Participation rate | 88.2% | 72.2%+16.0pp | 76.6%+11.7pp | 67.9%+20.3pp |
| Annual return | -9.13% | 3.52%-12.7pp | 35.91%-45.0pp | -7.84%-1.3pp |
| Employer contribution / active EE | $142 | $2,173-93.5% | $2,836-95.0% | $2,596-94.5% |
| Participant deferral / active EE | $1,618 | $3,779-57.2% | $4,656-65.3% | $4,027-59.8% |
| Admin fee / account holder | $2,766 | $6,112-54.7% | $7,493-63.1% | $5,403-48.8% |