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 | $56,807 | $131,829-56.9% | $108,579-47.7% | $273,961-79.3% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 8.63% | -91.57%+100.2pp | -51.70%+60.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $215 | $4,912-95.6% | $3,758-94.3% | $4,869-95.6% |
| Participant deferral / active EE | $860 | $5,127-83.2% | $4,311-80.0% | $5,287-83.7% |
| Admin fee / account holder | $3,080 | $10,252-70.0% | $7,645-59.7% | $10,132-69.6% |