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 | $192,132 | $167,484+14.7% | $151,611+26.7% | $134,475+42.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.35% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $586 | $6,829-91.4% | $6,166-90.5% | $4,740-87.6% |
| Participant deferral / active EE | $2,031 | $8,986-77.4% | $8,363-75.7% | $6,400-68.3% |
| Admin fee / account holder | $7,919 | $13,783-42.5% | $11,616-31.8% | $11,426-30.7% |