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 | $44,014 | $133,958-67.1% | $112,228-60.8% | $134,475-67.3% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -9.09% | 47.11%-56.2pp | 27.45%-36.5pp | 417.96%-427.0pp |
| Employer contribution / active EE | $418 | $4,038-89.6% | $3,635-88.5% | $4,740-91.2% |
| Participant deferral / active EE | $306 | $5,291-94.2% | $4,728-93.5% | $6,400-95.2% |
| Admin fee / account holder | $6,271 | $7,489-16.3% | $6,410-2.2% | $11,426-45.1% |