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 | $39,475 | $91,552-56.9% | $133,956-70.5% | $79,858-50.6% |
| Participation rate | 78.0% | 73.3%+4.6pp | 79.8%-1.9pp | 69.6%+8.3pp |
| Annual return | 13.02% | 61.85%-48.8pp | 45.09%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $163 | $2,384-93.2% | $3,919-95.8% | $2,471-93.4% |
| Participant deferral / active EE | $700 | $3,733-81.3% | $5,048-86.1% | $3,740-81.3% |
| Admin fee / account holder | $1,935 | $6,321-69.4% | $8,927-78.3% | $5,306-63.5% |