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 | $33,726 | $76,552-55.9% | $123,892-72.8% | $62,891-46.4% |
| Participation rate | 70.7% | 73.0%-2.3pp | 81.4%-10.7pp | 69.3%+1.4pp |
| Annual return | 8.03% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,264 | $4,840-73.9% | $5,984-78.9% | $3,203-60.5% |
| Admin fee / account holder | $2,257 | $4,826-53.2% | $8,357-73.0% | $4,296-47.5% |