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 | $104,665 | $140,588-25.6% | $123,104-15.0% | $125,391-16.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.82% | 16.80%-15.0pp | 13.22%-11.4pp | 282.22%-280.4pp |
| Employer contribution / active EE | $689 | $6,041-88.6% | $5,151-86.6% | $4,866-85.8% |
| Participant deferral / active EE | $2,151 | $6,980-69.2% | $6,230-65.5% | $5,352-59.8% |
| Admin fee / account holder | $4,107 | $11,198-63.3% | $9,015-54.4% | $9,540-57.0% |