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 | $115,032 | $167,484-31.3% | $151,611-24.1% | $134,475-14.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -16.59% | 7.80%-24.4pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $664 | $6,829-90.3% | $6,166-89.2% | $4,740-86.0% |
| Participant deferral / active EE | $3,220 | $8,986-64.2% | $8,363-61.5% | $6,400-49.7% |
| Admin fee / account holder | $1,979 | $13,783-85.6% | $11,616-83.0% | $11,426-82.7% |