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 | $104,897 | $167,484-37.4% | $151,611-30.8% | $134,475-22.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | 0.79% | 7.80%-7.0pp | 3.33%-2.5pp | 417.96%-417.2pp |
| Employer contribution / active EE | $814 | $6,829-88.1% | $6,166-86.8% | $4,740-82.8% |
| Participant deferral / active EE | $2,207 | $8,986-75.4% | $8,363-73.6% | $6,400-65.5% |
| Admin fee / account holder | $16,222 | $13,783+17.7% | $11,616+39.7% | $11,426+42.0% |