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 | $57,807 | $110,094-47.5% | $151,611-61.9% | $68,494-15.6% |
| Participation rate | 83.8% | 84.0%-0.2pp | 87.5%-3.7pp | 67.9%+15.9pp |
| Annual return | -12.41% | -10.12%-2.3pp | 3.33%-15.7pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2 | $4,471-100.0% | $6,166-100.0% | $2,596-99.9% |
| Participant deferral / active EE | $2,043 | $6,527-68.7% | $8,363-75.6% | $4,027-49.3% |
| Admin fee / account holder | $4,343 | $7,719-43.7% | $11,616-62.6% | $5,403-19.6% |