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 | $102,572 | $167,307-38.7% | $143,757-28.6% | $134,475-23.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -5.88% | 0.46%-6.3pp | -0.04%-5.8pp | 417.96%-423.8pp |
| Employer contribution / active EE | $863 | $5,619-84.6% | $4,951-82.6% | $4,740-81.8% |
| Participant deferral / active EE | $863 | $6,446-86.6% | $5,637-84.7% | $6,400-86.5% |
| Admin fee / account holder | $14,364 | $18,088-20.6% | $14,673-2.1% | $11,426+25.7% |