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 | $77,559 | $105,860-26.7% | $90,749-14.5% | $134,475-42.3% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -17.44% | -11.01%-6.4pp | -12.16%-5.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $253 | $3,462-92.7% | $2,921-91.3% | $4,740-94.7% |
| Participant deferral / active EE | $1,310 | $5,216-74.9% | $4,564-71.3% | $6,400-79.5% |
| Admin fee / account holder | $4,000 | $13,938-71.3% | $8,445-52.6% | $11,426-65.0% |