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 | $23,666 | $27,641-14.4% | $61,373-61.4% | $68,494-65.4% |
| Participation rate | 78.8% | 39.5%+39.3pp | 52.6%+26.2pp | 67.9%+10.9pp |
| Annual return | -19.08% | -13.24%-5.8pp | 338.61%-357.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $201 | $1,263-84.1% | $2,125-90.5% | $4,027-95.0% |
| Admin fee / account holder | $1,182 | $2,010-41.2% | $2,130-44.5% | $5,403-78.1% |