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 | $53,894 | $110,094-51.0% | $151,611-64.5% | $68,494-21.3% |
| Participation rate | 75.9% | 84.0%-8.1pp | 87.5%-11.6pp | 67.9%+8.0pp |
| Annual return | -16.08% | -10.12%-6.0pp | 3.33%-19.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,356 | $4,471-69.7% | $6,166-78.0% | $2,596-47.8% |
| Participant deferral / active EE | $2,678 | $6,527-59.0% | $8,363-68.0% | $4,027-33.5% |
| Admin fee / account holder | $6,598 | $7,719-14.5% | $11,616-43.2% | $5,403+22.1% |