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 | $52,536 | $140,588-62.6% | $123,104-57.3% | $125,391-58.1% |
| Participation rate | 77.3% | 88.2%-10.9pp | 86.8%-9.5pp | 83.2%-5.9pp |
| Annual return | -1.02% | 16.80%-17.8pp | 13.22%-14.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $558 | $6,041-90.8% | $5,151-89.2% | $4,866-88.5% |
| Participant deferral / active EE | $2,265 | $6,980-67.6% | $6,230-63.6% | $5,352-57.7% |
| Admin fee / account holder | $1,239 | $11,198-88.9% | $9,015-86.3% | $9,540-87.0% |