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 | $161,140 | $149,333+7.9% | $106,387+51.5% | $135,375+19.0% |
| Participation rate | 73.3% | 81.5%-8.1pp | 77.5%-4.1pp | 82.6%-9.3pp |
| Annual return | -5.66% | 0.52%-6.2pp | 0.25%-5.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $663 | $4,984-86.7% | $3,520-81.2% | $4,779-86.1% |
| Participant deferral / active EE | $2,206 | $7,230-69.5% | $5,421-59.3% | $5,609-60.7% |
| Admin fee / account holder | $6,467 | $15,952-59.5% | $7,510-13.9% | $10,827-40.3% |