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 | $49,405 | $97,044-49.1% | $83,333-40.7% | $135,375-63.5% |
| Participation rate | 92.9% | 80.4%+12.4pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | -1.94% | 12.31%-14.2pp | 10.63%-12.6pp | 519.73%-521.7pp |
| Employer contribution / active EE | $254 | $4,143-93.9% | $3,379-92.5% | $4,779-94.7% |
| Participant deferral / active EE | $1,197 | $5,964-79.9% | $5,565-78.5% | $5,609-78.7% |
| Admin fee / account holder | $676 | $8,380-91.9% | $7,510-91.0% | $10,827-93.8% |