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 | $74,756 | $123,793-39.6% | $177,821-58.0% | $79,858-6.4% |
| Participation rate | 70.5% | 84.7%-14.1pp | 87.7%-17.2pp | 69.6%+0.9pp |
| Annual return | 17.50% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $194 | $4,095-95.3% | $5,918-96.7% | $2,471-92.1% |
| Participant deferral / active EE | $2,183 | $5,956-63.4% | $7,714-71.7% | $3,740-41.6% |
| Admin fee / account holder | $1,316 | $7,243-81.8% | $12,427-89.4% | $5,306-75.2% |