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 | $37,188 | $110,094-66.2% | $151,611-75.5% | $68,494-45.7% |
| Participation rate | 94.7% | 84.0%+10.8pp | 87.5%+7.2pp | 67.9%+26.8pp |
| Annual return | 3.67% | -10.12%+13.8pp | 3.33%+0.3pp | -7.84%+11.5pp |
| Employer contribution / active EE | $399 | $4,471-91.1% | $6,166-93.5% | $2,596-84.6% |
| Participant deferral / active EE | $2,640 | $6,527-59.5% | $8,363-68.4% | $4,027-34.4% |
| Admin fee / account holder | $22,669 | $7,719+193.7% | $11,616+95.2% | $5,403+319.6% |