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 | $33,766 | $58,773-42.5% | $138,598-75.6% | $58,773-42.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 98.1%+1.9pp | 64.8%+35.2pp |
| Annual return | 8.62% | -8.84%+17.5pp | -1.57%+10.2pp | -8.84%+17.5pp |
| Employer contribution / active EE | $971 | $2,445-60.3% | $11,733-91.7% | $2,445-60.3% |
| Participant deferral / active EE | $2,250 | $2,952-23.8% | $7,210-68.8% | $2,952-23.8% |
| Admin fee / account holder | $7,113 | $6,755+5.3% | $2,828+151.6% | $6,755+5.3% |