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 | $227,251 | $167,484+35.7% | $151,611+49.9% | $134,475+69.0% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -16.36% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $951 | $6,829-86.1% | $6,166-84.6% | $4,740-79.9% |
| Participant deferral / active EE | $3,171 | $8,986-64.7% | $8,363-62.1% | $6,400-50.5% |
| Admin fee / account holder | $889 | $13,783-93.6% | $11,616-92.3% | $11,426-92.2% |