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 | $33,600 | $81,900-59.0% | $119,609-71.9% | $68,494-50.9% |
| Participation rate | 73.9% | 71.9%+2.0pp | 79.3%-5.3pp | 67.9%+6.0pp |
| Annual return | -11.13% | -23.82%+12.7pp | -14.97%+3.8pp | -7.84%-3.3pp |
| Employer contribution / active EE | $650 | $2,693-75.9% | $4,232-84.6% | $2,596-74.9% |
| Participant deferral / active EE | $1,113 | $4,148-73.2% | $5,602-80.1% | $4,027-72.4% |
| Admin fee / account holder | $17,764 | $6,582+169.9% | $10,323+72.1% | $5,403+228.8% |