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 | $25,159 | $167,484-85.0% | $151,611-83.4% | $134,475-81.3% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -13.19% | 7.80%-21.0pp | 3.33%-16.5pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,055 | $6,829-84.6% | $6,166-82.9% | $4,740-77.7% |
| Participant deferral / active EE | $2,283 | $8,986-74.6% | $8,363-72.7% | $6,400-64.3% |
| Admin fee / account holder | $12,450 | $13,783-9.7% | $11,616+7.2% | $11,426+9.0% |