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 | $38,357 | $92,222-58.4% | $76,768-50.0% | $135,375-71.7% |
| Participation rate | 70.8% | 79.8%-8.9pp | 77.0%-6.1pp | 82.6%-11.8pp |
| Annual return | -7.04% | 5.46%-12.5pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $109 | $3,216-96.6% | $2,485-95.6% | $4,779-97.7% |
| Participant deferral / active EE | $1,129 | $4,509-75.0% | $3,852-70.7% | $5,609-79.9% |
| Admin fee / account holder | $1,501 | $10,748-86.0% | $6,675-77.5% | $10,827-86.1% |