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 | $71,672 | $142,344-49.6% | $119,609-40.1% | $134,475-46.7% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | 2.27% | -12.44%+14.7pp | -14.97%+17.2pp | 417.96%-415.7pp |
| Employer contribution / active EE | $921 | $5,222-82.4% | $4,232-78.2% | $4,740-80.6% |
| Participant deferral / active EE | $1,267 | $6,469-80.4% | $5,602-77.4% | $6,400-80.2% |
| Admin fee / account holder | $11,715 | $13,584-13.8% | $10,323+13.5% | $11,426+2.5% |