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 | $33,707 | $167,484-79.9% | $151,611-77.8% | $134,475-74.9% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.5%-5.1pp | 81.2%+1.1pp |
| Annual return | -16.31% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,197 | $6,829-82.5% | $6,166-80.6% | $4,740-74.7% |
| Participant deferral / active EE | $1,894 | $8,986-78.9% | $8,363-77.4% | $6,400-70.4% |
| Admin fee / account holder | $6,710 | $13,783-51.3% | $11,616-42.2% | $11,426-41.3% |