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 | $37,190 | $77,813-52.2% | $123,544-69.9% | $64,186-42.1% |
| Participation rate | 77.6% | 74.7%+2.9pp | 82.3%-4.7pp | 69.6%+8.0pp |
| Annual return | -5.90% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $528 | $3,014-82.5% | $4,628-88.6% | $2,381-77.8% |
| Participant deferral / active EE | $1,859 | $5,240-64.5% | $6,426-71.1% | $3,470-46.4% |
| Admin fee / account holder | $13,820 | $5,519+150.4% | $9,284+48.9% | $4,888+182.7% |