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 | $36,355 | $131,829-72.4% | $108,579-66.5% | $273,961-86.7% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | 4.92% | -91.57%+96.5pp | -51.70%+56.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $732 | $4,912-85.1% | $3,758-80.5% | $4,869-85.0% |
| Participant deferral / active EE | $1,464 | $5,127-71.4% | $4,311-66.0% | $5,287-72.3% |
| Admin fee / account holder | $2,758 | $10,252-73.1% | $7,645-63.9% | $10,132-72.8% |