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 | $93,813 | $142,344-34.1% | $119,609-21.6% | $134,475-30.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -4.49% | -12.44%+7.9pp | -14.97%+10.5pp | 417.96%-422.5pp |
| Employer contribution / active EE | $145 | $5,222-97.2% | $4,232-96.6% | $4,740-96.9% |
| Participant deferral / active EE | $1,084 | $6,469-83.3% | $5,602-80.7% | $6,400-83.1% |
| Admin fee / account holder | $1,811 | $13,584-86.7% | $10,323-82.5% | $11,426-84.2% |