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 | $23,286 | $62,586-62.8% | $76,768-69.7% | $64,186-63.7% |
| Participation rate | 71.9% | 72.8%-0.9pp | 77.0%-5.1pp | 69.6%+2.3pp |
| Annual return | -3.42% | -1.95%-1.5pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $975 | $3,145-69.0% | $3,852-74.7% | $3,470-71.9% |
| Admin fee / account holder | $2,773 | $4,667-40.6% | $6,675-58.5% | $4,888-43.3% |