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 | $23,566 | $79,633-70.4% | $93,789-74.9% | $68,494-65.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -4.17% | -0.10%-4.1pp | -11.33%+7.2pp | -7.84%+3.7pp |
| Employer contribution / active EE | $379 | $3,665-89.7% | $4,323-91.2% | $2,596-85.4% |
| Participant deferral / active EE | $573 | $5,158-88.9% | $6,094-90.6% | $4,027-85.8% |
| Admin fee / account holder | $2,166 | $6,871-68.5% | $7,195-69.9% | $5,403-59.9% |