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 | $56,312 | $98,750-43.0% | $149,696-62.4% | $79,858-29.5% |
| Participation rate | 70.8% | 75.8%-4.9pp | 82.5%-11.6pp | 69.6%+1.2pp |
| Annual return | 18.07% | 27.43%-9.4pp | 276.60%-258.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $274 | $3,216-91.5% | $4,644-94.1% | $2,471-88.9% |
| Participant deferral / active EE | $1,209 | $5,680-78.7% | $6,842-82.3% | $3,740-67.7% |
| Admin fee / account holder | $7,015 | $6,053+15.9% | $9,309-24.6% | $5,306+32.2% |