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 | $169,708 | $167,307+1.4% | $143,757+18.1% | $134,475+26.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.40% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $829 | $5,619-85.2% | $4,951-83.3% | $4,740-82.5% |
| Participant deferral / active EE | $718 | $6,446-88.9% | $5,637-87.3% | $6,400-88.8% |
| Admin fee / account holder | $27,222 | $18,088+50.5% | $14,673+85.5% | $11,426+138.2% |