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 | $98,998 | $140,588-29.6% | $123,104-19.6% | $125,391-21.0% |
| Participation rate | 85.0% | 88.2%-3.2pp | 86.8%-1.8pp | 83.2%+1.8pp |
| Annual return | 0.86% | 16.80%-15.9pp | 13.22%-12.4pp | 282.22%-281.4pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,939 | $6,980-72.2% | $6,230-68.9% | $5,352-63.8% |
| Admin fee / account holder | $846 | $11,198-92.4% | $9,015-90.6% | $9,540-91.1% |