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 | $57,000 | $142,344-60.0% | $119,609-52.3% | $134,475-57.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.94% | -12.44%+0.5pp | -14.97%+3.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $707 | $5,222-86.5% | $4,232-83.3% | $4,740-85.1% |
| Participant deferral / active EE | $1,899 | $6,469-70.6% | $5,602-66.1% | $6,400-70.3% |
| Admin fee / account holder | $30,052 | $13,584+121.2% | $10,323+191.1% | $11,426+163.0% |