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 | $51,240 | $140,588-63.6% | $123,104-58.4% | $125,391-59.1% |
| Participation rate | 78.9% | 88.2%-9.2pp | 86.8%-7.8pp | 83.2%-4.2pp |
| Annual return | -0.93% | 16.80%-17.7pp | 13.22%-14.1pp | 282.22%-283.2pp |
| Employer contribution / active EE | $896 | $6,041-85.2% | $5,151-82.6% | $4,866-81.6% |
| Participant deferral / active EE | $1,587 | $6,980-77.3% | $6,230-74.5% | $5,352-70.3% |
| Admin fee / account holder | $30,043 | $11,198+168.3% | $9,015+233.3% | $9,540+214.9% |