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 | $82,027 | $167,484-51.0% | $151,611-45.9% | $134,475-39.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.96% | 7.80%-12.8pp | 3.33%-8.3pp | 417.96%-422.9pp |
| Employer contribution / active EE | $826 | $6,829-87.9% | $6,166-86.6% | $4,740-82.6% |
| Participant deferral / active EE | $1,705 | $8,986-81.0% | $8,363-79.6% | $6,400-73.4% |
| Admin fee / account holder | $3,858 | $13,783-72.0% | $11,616-66.8% | $11,426-66.2% |