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 | $24,149 | $82,664-70.8% | $125,339-80.7% | $68,494-64.7% |
| Participation rate | 86.4% | 75.0%+11.3pp | 82.4%+4.0pp | 67.9%+18.5pp |
| Annual return | -16.19% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $584 | $3,381-82.7% | $4,814-87.9% | $2,596-77.5% |
| Participant deferral / active EE | $1,745 | $6,110-71.4% | $7,446-76.6% | $4,027-56.7% |
| Admin fee / account holder | $10,572 | $6,275+68.5% | $10,010+5.6% | $5,403+95.7% |