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 | $21,504 | $100,754-78.7% | $86,677-75.2% | $134,475-84.0% |
| Participation rate | 73.7% | 78.9%-5.2pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -16.67% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $516 | $3,489-85.2% | $2,836-81.8% | $4,740-89.1% |
| Participant deferral / active EE | $516 | $5,338-90.3% | $4,656-88.9% | $6,400-91.9% |
| Admin fee / account holder | $1,130 | $10,926-89.7% | $7,493-84.9% | $11,426-90.1% |