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 | $37,139 | $142,344-73.9% | $119,609-68.9% | $134,475-72.4% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -18.10% | -12.44%-5.7pp | -14.97%-3.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,009 | $5,222-80.7% | $4,232-76.2% | $4,740-78.7% |
| Participant deferral / active EE | $1,073 | $6,469-83.4% | $5,602-80.8% | $6,400-83.2% |
| Admin fee / account holder | $484 | $13,584-96.4% | $10,323-95.3% | $11,426-95.8% |