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 | $52,431 | $135,635-61.3% | $110,238-52.4% | $135,375-61.3% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -4.11% | 513.19%-517.3pp | 314.74%-318.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $823 | $4,906-83.2% | $3,826-78.5% | $4,779-82.8% |
| Participant deferral / active EE | $1,433 | $5,506-74.0% | $4,672-69.3% | $5,609-74.4% |
| Admin fee / account holder | $1,177 | $11,457-89.7% | $8,547-86.2% | $10,827-89.1% |