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 | $72,244 | $76,401-5.4% | $106,387-32.1% | $64,186+12.6% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.5%-2.5pp | 69.6%+5.4pp |
| Annual return | 0.00% | -2.19%+2.2pp | 0.25%-0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $573 | $2,680-78.6% | $3,520-83.7% | $2,381-76.0% |
| Participant deferral / active EE | $1,246 | $4,274-70.8% | $5,421-77.0% | $3,470-64.1% |
| Admin fee / account holder | $2,629 | $4,610-43.0% | $7,510-65.0% | $4,888-46.2% |