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 5-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 | $77,184 | $162,781-52.6% | $133,956-42.4% | $158,922-51.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 14.17% | 41.94%-27.8pp | 45.09%-30.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $476 | $4,975-90.4% | $3,919-87.8% | $4,761-90.0% |
| Participant deferral / active EE | $1,620 | $5,911-72.6% | $5,048-67.9% | $5,982-72.9% |
| Admin fee / account holder | $196,251 | $11,736+1572.1% | $8,927+2098.4% | $11,246+1645.1% |