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 9-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 | $35,438 | $79,523-55.4% | $140,016-74.7% | $56,287-37.0% |
| Participation rate | 79.4% | 85.7%-6.3pp | 87.5%-8.1pp | 69.9%+9.6pp |
| Annual return | -4.44% | 2.39%-6.8pp | 651.12%-655.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $946 | $3,350-71.8% | $5,606-83.1% | $2,111-55.2% |
| Participant deferral / active EE | $2,509 | $5,129-51.1% | $6,927-63.8% | $3,350-25.1% |
| Admin fee / account holder | $628 | $614+2.3% | $10,705-94.1% | $521+20.6% |