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 | $24,459 | $62,586-60.9% | $76,768-68.1% | $64,186-61.9% |
| Participation rate | 78.0% | 72.8%+5.2pp | 77.0%+1.0pp | 69.6%+8.4pp |
| Annual return | -6.48% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $195 | $1,832-89.4% | $2,485-92.2% | $2,381-91.8% |
| Participant deferral / active EE | $807 | $3,145-74.3% | $3,852-79.0% | $3,470-76.7% |
| Admin fee / account holder | $1,309 | $4,667-71.9% | $6,675-80.4% | $4,888-73.2% |