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 | $85,607 | $167,484-48.9% | $151,611-43.5% | $134,475-36.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -1.38% | 7.80%-9.2pp | 3.33%-4.7pp | 417.96%-419.3pp |
| Employer contribution / active EE | $1,051 | $6,829-84.6% | $6,166-83.0% | $4,740-77.8% |
| Participant deferral / active EE | $2,320 | $8,986-74.2% | $8,363-72.3% | $6,400-63.7% |
| Admin fee / account holder | $4,825 | $13,783-65.0% | $11,616-58.5% | $11,426-57.8% |