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 | $52,725 | $94,529-44.2% | $140,016-62.3% | $64,186-17.9% |
| Participation rate | 83.7% | 84.1%-0.4pp | 87.5%-3.8pp | 69.6%+14.1pp |
| Annual return | -5.57% | 7.77%-13.3pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $417 | $3,812-89.1% | $5,606-92.6% | $2,381-82.5% |
| Participant deferral / active EE | $1,913 | $5,250-63.6% | $6,927-72.4% | $3,470-44.9% |
| Admin fee / account holder | $3,937 | $6,741-41.6% | $10,705-63.2% | $4,888-19.5% |