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 | $36,422 | $72,492-49.8% | $87,100-58.2% | $72,985-50.1% |
| Participation rate | 92.2% | 72.8%+19.3pp | 76.9%+15.3pp | 69.5%+22.7pp |
| Annual return | 19.43% | 24.46%-5.0pp | 28.19%-8.8pp | 81.00%-61.6pp |
| Employer contribution / active EE | $381 | $1,894-79.9% | $2,521-84.9% | $2,440-84.4% |
| Participant deferral / active EE | $1,171 | $3,270-64.2% | $4,049-71.1% | $3,607-67.6% |
| Admin fee / account holder | $385 | $5,055-92.4% | $7,497-94.9% | $5,124-92.5% |