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 | $61,665 | $91,538-32.6% | $129,995-52.6% | $75,163-18.0% |
| Participation rate | 79.5% | 71.4%+8.0pp | 78.5%+1.0pp | 67.2%+12.3pp |
| Annual return | 16.57% | -631.11%+647.7pp | -137.18%+153.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $707 | $2,845-75.2% | $4,320-83.6% | $2,670-73.5% |
| Participant deferral / active EE | $757 | $4,341-82.6% | $5,820-87.0% | $4,125-81.6% |
| Admin fee / account holder | $17,778 | $6,790+161.8% | $10,614+67.5% | $5,651+214.6% |