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 | $53,794 | $94,529-43.1% | $140,016-61.6% | $64,186-16.2% |
| Participation rate | 87.0% | 84.1%+2.9pp | 87.5%-0.5pp | 69.6%+17.4pp |
| Annual return | -3.36% | 7.77%-11.1pp | 651.12%-654.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,096 | $3,812-71.2% | $5,606-80.4% | $2,381-54.0% |
| Participant deferral / active EE | $1,986 | $5,250-62.2% | $6,927-71.3% | $3,470-42.7% |
| Admin fee / account holder | $1,049 | $6,741-84.4% | $10,705-90.2% | $4,888-78.5% |