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 | $23,647 | $54,229-56.4% | $70,092-66.3% | $68,494-65.5% |
| Participation rate | 82.9% | 64.5%+18.4pp | 70.5%+12.4pp | 67.9%+15.0pp |
| Annual return | -8.47% | -13.87%+5.4pp | 190.73%-199.2pp | -7.84%-0.6pp |
| Employer contribution / active EE | $166 | $2,018-91.8% | $2,559-93.5% | $2,596-93.6% |
| Participant deferral / active EE | $714 | $2,956-75.9% | $3,849-81.5% | $4,027-82.3% |
| Admin fee / account holder | $1,361 | $4,694-71.0% | $6,267-78.3% | $5,403-74.8% |