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 | $47,321 | $99,032-52.2% | $80,019-40.9% | $135,375-65.0% |
| Participation rate | 73.3% | 78.4%-5.0pp | 75.8%-2.5pp | 82.6%-9.3pp |
| Annual return | -3.29% | 15.39%-18.7pp | 11.22%-14.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $408 | $3,043-86.6% | $2,468-83.5% | $4,779-91.5% |
| Participant deferral / active EE | $956 | $4,282-77.7% | $3,686-74.1% | $5,609-82.9% |
| Admin fee / account holder | $11,006 | $10,436+5.5% | $6,521+68.8% | $10,827+1.7% |