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 | $186,877 | $69,010+170.8% | $159,960+16.8% | $68,494+172.8% |
| Participation rate | 71.4% | 65.4%+6.0pp | 78.0%-6.5pp | 67.9%+3.5pp |
| Annual return | -13.73% | -9.65%-4.1pp | 408.60%-422.3pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $921 | $4,212-78.1% | $6,182-85.1% | $4,027-77.1% |
| Admin fee / account holder | $3,699 | $4,798-22.9% | $8,698-57.5% | $5,403-31.5% |