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 | $53,400 | $91,911-41.9% | $68,793-22.4% | $135,375-60.6% |
| Participation rate | 82.6% | 76.7%+5.9pp | 72.2%+10.4pp | 82.6%0pp |
| Annual return | -5.65% | -8.22%+2.6pp | -4.63%-1.0pp | 519.73%-525.4pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $480 | $4,315-88.9% | $3,311-85.5% | $5,609-91.4% |
| Admin fee / account holder | $2,518 | $9,240-72.7% | $5,131-50.9% | $10,827-76.7% |