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 | $51,769 | $167,484-69.1% | $151,611-65.9% | $134,475-61.5% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -12.24% | 7.80%-20.0pp | 3.33%-15.6pp | 417.96%-430.2pp |
| Employer contribution / active EE | $427 | $6,829-93.7% | $6,166-93.1% | $4,740-91.0% |
| Participant deferral / active EE | $2,354 | $8,986-73.8% | $8,363-71.9% | $6,400-63.2% |
| Admin fee / account holder | $1,420 | $13,783-89.7% | $11,616-87.8% | $11,426-87.6% |