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 6-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 | $107,139 | $167,484-36.0% | $151,611-29.3% | $134,475-20.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -10.54% | 7.80%-18.3pp | 3.33%-13.9pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,072 | $6,829-84.3% | $6,166-82.6% | $4,740-77.4% |
| Participant deferral / active EE | $1,261 | $8,986-86.0% | $8,363-84.9% | $6,400-80.3% |
| Admin fee / account holder | $80,846 | $13,783+486.6% | $11,616+596.0% | $11,426+607.6% |