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 | $42,001 | $67,411-37.7% | $91,001-53.8% | $70,131-40.1% |
| Participation rate | 93.1% | 71.4%+21.7pp | 75.6%+17.5pp | 69.5%+23.6pp |
| Annual return | 13.18% | -40.16%+53.3pp | 4.60%+8.6pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,093 | $2,823-61.3% | $3,547-69.2% | $3,332-67.2% |
| Admin fee / account holder | $631 | $4,236-85.1% | $5,417-88.4% | $4,645-86.4% |