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 | $75,048 | $167,484-55.2% | $151,611-50.5% | $134,475-44.2% |
| Participation rate | 72.2% | 88.4%-16.2pp | 87.5%-15.3pp | 81.2%-9.0pp |
| Annual return | -10.21% | 7.80%-18.0pp | 3.33%-13.5pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,476 | $6,829-78.4% | $6,166-76.1% | $4,740-68.9% |
| Participant deferral / active EE | $3,080 | $8,986-65.7% | $8,363-63.2% | $6,400-51.9% |
| Admin fee / account holder | $9,976 | $13,783-27.6% | $11,616-14.1% | $11,426-12.7% |