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 | $47,059 | $129,942-63.8% | $104,294-54.9% | $134,475-65.0% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -17.35% | 42.03%-59.4pp | 24.61%-42.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $651 | $4,184-84.4% | $3,372-80.7% | $4,740-86.3% |
| Participant deferral / active EE | $868 | $5,588-84.5% | $4,625-81.2% | $6,400-86.4% |
| Admin fee / account holder | $522 | $9,323-94.4% | $7,339-92.9% | $11,426-95.4% |