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 | $72,856 | $82,664-11.9% | $125,339-41.9% | $68,494+6.4% |
| Participation rate | 81.0% | 75.0%+5.9pp | 82.4%-1.4pp | 67.9%+13.1pp |
| Annual return | -13.69% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $399 | $3,381-88.2% | $4,814-91.7% | $2,596-84.6% |
| Participant deferral / active EE | $2,222 | $6,110-63.6% | $7,446-70.2% | $4,027-44.8% |
| Admin fee / account holder | $22,198 | $6,275+253.7% | $10,010+121.8% | $5,403+310.9% |