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 | $45,719 | $127,386-64.1% | $115,037-60.3% | $125,391-63.5% |
| Participation rate | 78.3% | 84.2%-5.9pp | 81.4%-3.1pp | 83.2%-4.9pp |
| Annual return | -1.26% | 31.28%-32.5pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $346 | $5,166-93.3% | $4,608-92.5% | $4,866-92.9% |
| Participant deferral / active EE | $1,787 | $6,423-72.2% | $6,026-70.3% | $5,352-66.6% |
| Admin fee / account holder | $2,194 | $9,516-76.9% | $8,175-73.2% | $9,540-77.0% |