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 8-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 | $79,042 | $110,094-28.2% | $151,611-47.9% | $68,494+15.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -17.61% | -10.12%-7.5pp | 3.33%-20.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,228 | $4,471-72.5% | $6,166-80.1% | $2,596-52.7% |
| Participant deferral / active EE | $3,027 | $6,527-53.6% | $8,363-63.8% | $4,027-24.8% |
| Admin fee / account holder | $1,492 | $7,719-80.7% | $11,616-87.2% | $5,403-72.4% |