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 | $63,874 | $105,860-39.7% | $90,749-29.6% | $134,475-52.5% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | -13.35% | -11.01%-2.3pp | -12.16%-1.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $199 | $3,462-94.2% | $2,921-93.2% | $4,740-95.8% |
| Participant deferral / active EE | $1,424 | $5,216-72.7% | $4,564-68.8% | $6,400-77.7% |
| Admin fee / account holder | $1,684 | $13,938-87.9% | $8,445-80.1% | $11,426-85.3% |