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 | $32,382 | $84,487-61.7% | $125,339-74.2% | $66,914-51.6% |
| Participation rate | 70.3% | 76.4%-6.1pp | 82.4%-12.1pp | 69.8%+0.5pp |
| Annual return | -15.22% | -8.39%-6.8pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $591 | $3,553-83.4% | $4,814-87.7% | $2,544-76.8% |
| Participant deferral / active EE | $2,871 | $6,781-57.7% | $7,446-61.5% | $4,237-32.2% |
| Admin fee / account holder | $806 | $685+17.6% | $10,010-92.0% | $593+35.8% |