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 | $43,791 | $167,484-73.9% | $151,611-71.1% | $134,475-67.4% |
| Participation rate | 70.6% | 88.4%-17.8pp | 87.5%-16.9pp | 81.2%-10.6pp |
| Annual return | -10.33% | 7.80%-18.1pp | 3.33%-13.7pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,305 | $6,829-80.9% | $6,166-78.8% | $4,740-72.5% |
| Participant deferral / active EE | $2,730 | $8,986-69.6% | $8,363-67.4% | $6,400-57.3% |
| Admin fee / account holder | $636 | $13,783-95.4% | $11,616-94.5% | $11,426-94.4% |