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 | $100,371 | $167,484-40.1% | $151,611-33.8% | $134,475-25.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.90% | 7.80%-19.7pp | 3.33%-15.2pp | 417.96%-429.9pp |
| Employer contribution / active EE | $688 | $6,829-89.9% | $6,166-88.8% | $4,740-85.5% |
| Participant deferral / active EE | $3,112 | $8,986-65.4% | $8,363-62.8% | $6,400-51.4% |
| Admin fee / account holder | $14,045 | $13,783+1.9% | $11,616+20.9% | $11,426+22.9% |