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 | $49,934 | $140,588-64.5% | $123,104-59.4% | $125,391-60.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -1.69% | 16.80%-18.5pp | 13.22%-14.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,084 | $6,041-82.1% | $5,151-79.0% | $4,866-77.7% |
| Participant deferral / active EE | $2,103 | $6,980-69.9% | $6,230-66.2% | $5,352-60.7% |
| Admin fee / account holder | $1,302 | $11,198-88.4% | $9,015-85.6% | $9,540-86.4% |