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 | $85,169 | $72,492+17.5% | $87,100-2.2% | $72,985+16.7% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 22.13% | 24.46%-2.3pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $376 | $1,894-80.1% | $2,521-85.1% | $2,440-84.6% |
| Participant deferral / active EE | $929 | $3,270-71.6% | $4,049-77.0% | $3,607-74.2% |
| Admin fee / account holder | $1,581 | $5,055-68.7% | $7,497-78.9% | $5,124-69.1% |