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 | $52,012 | $167,484-68.9% | $151,611-65.7% | $134,475-61.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.46% | 7.80%-22.3pp | 3.33%-17.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $885 | $6,829-87.0% | $6,166-85.6% | $4,740-81.3% |
| Participant deferral / active EE | $1,835 | $8,986-79.6% | $8,363-78.1% | $6,400-71.3% |
| Admin fee / account holder | $1,815 | $13,783-86.8% | $11,616-84.4% | $11,426-84.1% |