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 | $59,727 | $62,586-4.6% | $76,768-22.2% | $64,186-6.9% |
| Participation rate | 86.5% | 72.8%+13.7pp | 77.0%+9.5pp | 69.6%+16.9pp |
| Annual return | -6.49% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $530 | $3,145-83.1% | $3,852-86.2% | $3,470-84.7% |
| Admin fee / account holder | $1,397 | $4,667-70.1% | $6,675-79.1% | $4,888-71.4% |