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 | $35,822 | $72,404-50.5% | $110,238-67.5% | $64,186-44.2% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -2.66% | -6.29%+3.6pp | 314.74%-317.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $75 | $2,282-96.7% | $3,826-98.0% | $2,381-96.8% |
| Participant deferral / active EE | $904 | $3,469-73.9% | $4,672-80.7% | $3,470-73.9% |
| Admin fee / account holder | $7,206 | $5,664+27.2% | $8,547-15.7% | $4,888+47.4% |