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 | $72,879 | $138,065-47.2% | $123,544-41.0% | $135,375-46.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.06% | 153.68%-157.7pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,087 | $6,799-69.3% | $6,426-67.5% | $5,609-62.8% |
| Admin fee / account holder | $35,435 | $10,916+224.6% | $9,284+281.7% | $10,827+227.3% |