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 | $92,592 | $110,094-15.9% | $151,611-38.9% | $68,494+35.2% |
| Participation rate | 76.0% | 84.0%-8.0pp | 87.5%-11.5pp | 67.9%+8.1pp |
| Annual return | -13.07% | -10.12%-2.9pp | 3.33%-16.4pp | -7.84%-5.2pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,249 | $6,527-65.5% | $8,363-73.1% | $4,027-44.2% |
| Admin fee / account holder | $3,727 | $7,719-51.7% | $11,616-67.9% | $5,403-31.0% |