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 | $147,654 | $142,344+3.7% | $119,609+23.4% | $134,475+9.8% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -10.01% | -12.44%+2.4pp | -14.97%+5.0pp | 417.96%-428.0pp |
| Employer contribution / active EE | $973 | $5,222-81.4% | $4,232-77.0% | $4,740-79.5% |
| Participant deferral / active EE | $1,513 | $6,469-76.6% | $5,602-73.0% | $6,400-76.4% |
| Admin fee / account holder | $10,586 | $13,584-22.1% | $10,323+2.5% | $11,426-7.3% |