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 | $42,259 | $167,484-74.8% | $151,611-72.1% | $134,475-68.6% |
| Participation rate | 76.2% | 88.4%-12.2pp | 87.5%-11.3pp | 81.2%-5.0pp |
| Annual return | -16.77% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $414 | $6,829-93.9% | $6,166-93.3% | $4,740-91.3% |
| Participant deferral / active EE | $2,679 | $8,986-70.2% | $8,363-68.0% | $6,400-58.1% |
| Admin fee / account holder | $3,162 | $13,783-77.1% | $11,616-72.8% | $11,426-72.3% |