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 | $116,241 | $150,431-22.7% | $131,982-11.9% | $357,791-67.5% |
| Participation rate | 88.9% | 86.5%+2.4pp | 86.8%+2.1pp | 85.6%+3.3pp |
| Annual return | 10.40% | -6.42%+16.8pp | -4.02%+14.4pp | 396.79%-386.4pp |
| Employer contribution / active EE | $3,201 | $3,938-18.7% | $3,768-15.1% | $7,508-57.4% |
| Participant deferral / active EE | $4,871 | $4,015+21.3% | $3,959+23.0% | $5,521-11.8% |
| Admin fee / account holder | $93,277 | $8,260+1029.3% | $6,995+1233.5% | $28,387+228.6% |