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 | $43,391 | $167,484-74.1% | $151,611-71.4% | $134,475-67.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -4.10% | 7.80%-11.9pp | 3.33%-7.4pp | 417.96%-422.1pp |
| Employer contribution / active EE | $1,284 | $6,829-81.2% | $6,166-79.2% | $4,740-72.9% |
| Participant deferral / active EE | $287 | $8,986-96.8% | $8,363-96.6% | $6,400-95.5% |
| Admin fee / account holder | $1,613 | $13,783-88.3% | $11,616-86.1% | $11,426-85.9% |