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 | $55,049 | $95,862-42.6% | $79,550-30.8% | $134,475-59.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -18.38% | -2.69%-15.7pp | 0.16%-18.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $508 | $3,128-83.8% | $2,413-79.0% | $4,740-89.3% |
| Participant deferral / active EE | $1,080 | $4,693-77.0% | $3,985-72.9% | $6,400-83.1% |
| Admin fee / account holder | $18,652 | $9,126+104.4% | $6,832+173.0% | $11,426+63.2% |