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 | $55,979 | $92,222-39.3% | $76,768-27.1% | $135,375-58.6% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -4.33% | 5.46%-9.8pp | 2.43%-6.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $520 | $3,216-83.8% | $2,485-79.1% | $4,779-89.1% |
| Participant deferral / active EE | $1,339 | $4,509-70.3% | $3,852-65.2% | $5,609-76.1% |
| Admin fee / account holder | $3,149 | $10,748-70.7% | $6,675-52.8% | $10,827-70.9% |