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 | $102,857 | $142,344-27.7% | $119,609-14.0% | $134,475-23.5% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -13.11% | -12.44%-0.7pp | -14.97%+1.9pp | 417.96%-431.1pp |
| Employer contribution / active EE | $718 | $5,222-86.3% | $4,232-83.0% | $4,740-84.9% |
| Participant deferral / active EE | $1,436 | $6,469-77.8% | $5,602-74.4% | $6,400-77.6% |
| Admin fee / account holder | $4,115 | $13,584-69.7% | $10,323-60.1% | $11,426-64.0% |