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 | $95,474 | $110,094-13.3% | $151,611-37.0% | $68,494+39.4% |
| Participation rate | 74.1% | 84.0%-9.9pp | 87.5%-13.4pp | 67.9%+6.2pp |
| Annual return | -18.43% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,131 | $4,471-74.7% | $6,166-81.7% | $2,596-56.4% |
| Participant deferral / active EE | $2,745 | $6,527-57.9% | $8,363-67.2% | $4,027-31.8% |
| Admin fee / account holder | $7,747 | $7,719+0.4% | $11,616-33.3% | $5,403+43.4% |