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 | $45,897 | $94,529-51.4% | $140,016-67.2% | $64,186-28.5% |
| Participation rate | 82.8% | 84.1%-1.3pp | 87.5%-4.7pp | 69.6%+13.2pp |
| Annual return | -6.45% | 7.77%-14.2pp | 651.12%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,112 | $3,812-70.8% | $5,606-80.2% | $2,381-53.3% |
| Participant deferral / active EE | $2,262 | $5,250-56.9% | $6,927-67.3% | $3,470-34.8% |
| Admin fee / account holder | $6,233 | $6,741-7.5% | $10,705-41.8% | $4,888+27.5% |