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 | $69,574 | $142,344-51.1% | $119,609-41.8% | $134,475-48.3% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -10.91% | -12.44%+1.5pp | -14.97%+4.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $351 | $5,222-93.3% | $4,232-91.7% | $4,740-92.6% |
| Participant deferral / active EE | $1,615 | $6,469-75.0% | $5,602-71.2% | $6,400-74.8% |
| Admin fee / account holder | $890 | $13,584-93.5% | $10,323-91.4% | $11,426-92.2% |