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 | $27,275 | $77,813-64.9% | $123,544-77.9% | $64,186-57.5% |
| Participation rate | 83.6% | 74.7%+8.9pp | 82.3%+1.3pp | 69.6%+14.1pp |
| Annual return | -5.91% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $397 | $3,014-86.8% | $4,628-91.4% | $2,381-83.3% |
| Participant deferral / active EE | $1,243 | $5,240-76.3% | $6,426-80.7% | $3,470-64.2% |
| Admin fee / account holder | $2,190 | $5,519-60.3% | $9,284-76.4% | $4,888-55.2% |