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 | $82,646 | $167,484-50.7% | $151,611-45.5% | $134,475-38.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -0.29% | 7.80%-8.1pp | 3.33%-3.6pp | 417.96%-418.2pp |
| Employer contribution / active EE | $1,458 | $6,829-78.7% | $6,166-76.4% | $4,740-69.2% |
| Participant deferral / active EE | $860 | $8,986-90.4% | $8,363-89.7% | $6,400-86.6% |
| Admin fee / account holder | $968 | $13,783-93.0% | $11,616-91.7% | $11,426-91.5% |