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 | $100,880 | $147,167-31.5% | $111,392-9.4% | $135,375-25.5% |
| Participation rate | 88.2% | 84.0%+4.2pp | 78.9%+9.4pp | 82.6%+5.6pp |
| Annual return | 9.05% | -4.44%+13.5pp | -2.06%+11.1pp | 519.73%-510.7pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,689 | $6,565-74.3% | $5,567-69.7% | $5,609-69.9% |
| Admin fee / account holder | $26,255 | $20,270+29.5% | $12,266+114.0% | $10,827+142.5% |