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 | $26,479 | $72,492-63.5% | $87,100-69.6% | $72,985-63.7% |
| Participation rate | 72.3% | 72.8%-0.5pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 16.26% | 24.46%-8.2pp | 28.19%-11.9pp | 81.00%-64.7pp |
| Employer contribution / active EE | $228 | $1,894-87.9% | $2,521-90.9% | $2,440-90.6% |
| Participant deferral / active EE | $1,071 | $3,270-67.2% | $4,049-73.5% | $3,607-70.3% |
| Admin fee / account holder | $6,366 | $5,055+25.9% | $7,497-15.1% | $5,124+24.2% |