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 | $30,122 | $81,208-62.9% | $98,907-69.5% | $79,858-62.3% |
| Participation rate | 92.3% | 72.5%+19.8pp | 76.0%+16.3pp | 69.6%+22.7pp |
| Annual return | 12.72% | 60.99%-48.3pp | 196.43%-183.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $236 | $1,960-88.0% | $2,689-91.2% | $2,471-90.5% |
| Participant deferral / active EE | $944 | $3,265-71.1% | $4,244-77.8% | $3,740-74.8% |
| Admin fee / account holder | $1,405 | $6,013-76.6% | $6,642-78.8% | $5,306-73.5% |