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 | $27,007 | $71,883-62.4% | $86,677-68.8% | $68,494-60.6% |
| Participation rate | 82.2% | 72.2%+10.0pp | 76.6%+5.6pp | 67.9%+14.3pp |
| Annual return | -14.37% | 3.52%-17.9pp | 35.91%-50.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $460 | $2,173-78.8% | $2,836-83.8% | $2,596-82.3% |
| Participant deferral / active EE | $978 | $3,779-74.1% | $4,656-79.0% | $4,027-75.7% |
| Admin fee / account holder | $6,932 | $6,112+13.4% | $7,493-7.5% | $5,403+28.3% |