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 | $102,189 | $94,529+8.1% | $140,016-27.0% | $64,186+59.2% |
| Participation rate | 75.4% | 84.1%-8.7pp | 87.5%-12.1pp | 69.6%+5.8pp |
| Annual return | -3.60% | 7.77%-11.4pp | 651.12%-654.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $407 | $3,812-89.3% | $5,606-92.7% | $2,381-82.9% |
| Participant deferral / active EE | $2,311 | $5,250-56.0% | $6,927-66.6% | $3,470-33.4% |
| Admin fee / account holder | $1,688 | $6,741-75.0% | $10,705-84.2% | $4,888-65.5% |