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 | $22,449 | $211,958-89.4% | $169,463-86.8% | $135,375-83.4% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | -8.93% | 3.26%-12.2pp | 1.83%-10.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $20 | $5,120-99.6% | $4,159-99.5% | $4,779-99.6% |
| Participant deferral / active EE | $877 | $6,075-85.6% | $5,277-83.4% | $5,609-84.4% |
| Admin fee / account holder | $966 | $11,471-91.6% | $9,109-89.4% | $10,827-91.1% |