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 4-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 | $172,456 | $167,307+3.1% | $143,757+20.0% | $134,475+28.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -7.38% | 0.46%-7.8pp | -0.04%-7.3pp | 417.96%-425.3pp |
| Employer contribution / active EE | $789 | $5,619-86.0% | $4,951-84.1% | $4,740-83.3% |
| Participant deferral / active EE | $505 | $6,446-92.2% | $5,637-91.0% | $6,400-92.1% |
| Admin fee / account holder | $655 | $18,088-96.4% | $14,673-95.5% | $11,426-94.3% |