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 | $37,464 | $153,772-75.6% | $133,980-72.0% | $273,961-86.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 9.40% | 36.51%-27.1pp | 29.30%-19.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,039 | $6,029-82.8% | $5,211-80.1% | $4,869-78.7% |
| Participant deferral / active EE | $1,160 | $6,958-83.3% | $6,282-81.5% | $5,287-78.1% |
| Admin fee / account holder | $682 | $11,765-94.2% | $9,324-92.7% | $10,132-93.3% |