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 | $89,673 | $135,952-34.0% | $123,892-27.6% | $273,961-67.3% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 6.79% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $682 | $5,170-86.8% | $4,617-85.2% | $4,869-86.0% |
| Participant deferral / active EE | $1,517 | $6,343-76.1% | $5,984-74.6% | $5,287-71.3% |
| Admin fee / account holder | $7,922 | $9,817-19.3% | $8,357-5.2% | $10,132-21.8% |