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 | $54,025 | $167,307-67.7% | $143,757-62.4% | $134,475-59.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -12.49% | 0.46%-13.0pp | -0.04%-12.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $765 | $5,619-86.4% | $4,951-84.5% | $4,740-83.9% |
| Participant deferral / active EE | $1,091 | $6,446-83.1% | $5,637-80.6% | $6,400-82.9% |
| Admin fee / account holder | $1,169 | $18,088-93.5% | $14,673-92.0% | $11,426-89.8% |