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 5-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 | $95,066 | $103,031-7.7% | $78,805+20.6% | $357,791-73.4% |
| Participation rate | 72.7% | 81.4%-8.7pp | 73.6%-0.8pp | 85.6%-12.9pp |
| Annual return | 17.91% | -11.97%+29.9pp | -2.71%+20.6pp | 396.79%-378.9pp |
| Employer contribution / active EE | $2,737 | $6,909-60.4% | $4,059-32.6% | $7,508-63.5% |
| Participant deferral / active EE | $4,834 | $5,060-4.5% | $3,584+34.9% | $5,521-12.4% |
| Admin fee / account holder | $1,396 | $5,883-76.3% | $5,677-75.4% | $28,387-95.1% |