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 | $31,044 | $167,484-81.5% | $151,611-79.5% | $134,475-76.9% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -14.64% | 7.80%-22.4pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $955 | $6,829-86.0% | $6,166-84.5% | $4,740-79.9% |
| Participant deferral / active EE | $2,891 | $8,986-67.8% | $8,363-65.4% | $6,400-54.8% |
| Admin fee / account holder | $10,226 | $13,783-25.8% | $11,616-12.0% | $11,426-10.5% |