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 | $48,301 | $167,484-71.2% | $151,611-68.1% | $134,475-64.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -11.53% | 7.80%-19.3pp | 3.33%-14.9pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,009 | $6,829-85.2% | $6,166-83.6% | $4,740-78.7% |
| Participant deferral / active EE | $1,237 | $8,986-86.2% | $8,363-85.2% | $6,400-80.7% |
| Admin fee / account holder | $6,449 | $13,783-53.2% | $11,616-44.5% | $11,426-43.6% |