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 | $32,040 | $101,724-68.5% | $164,813-80.6% | $80,856-60.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 15.52% | 16.72%-1.2pp | 69.93%-54.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $735 | $2,953-75.1% | $4,341-83.1% | $2,755-73.3% |
| Participant deferral / active EE | $1,955 | $4,477-56.3% | $6,031-67.6% | $4,296-54.5% |
| Admin fee / account holder | $501 | $8,227-93.9% | $12,690-96.1% | $6,918-92.8% |