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 | $78,383 | $167,484-53.2% | $151,611-48.3% | $134,475-41.7% |
| Participation rate | 84.2% | 88.4%-4.2pp | 87.5%-3.3pp | 81.2%+3.0pp |
| Annual return | -9.80% | 7.80%-17.6pp | 3.33%-13.1pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,368 | $6,829-80.0% | $6,166-77.8% | $4,740-71.1% |
| Participant deferral / active EE | $2,026 | $8,986-77.5% | $8,363-75.8% | $6,400-68.3% |
| Admin fee / account holder | $9,944 | $13,783-27.9% | $11,616-14.4% | $11,426-13.0% |