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 | $86,801 | $153,772-43.6% | $133,980-35.2% | $273,961-68.3% |
| Participation rate | 76.2% | 88.4%-12.2pp | 87.1%-10.9pp | 83.0%-6.8pp |
| Annual return | 5.46% | 36.51%-31.1pp | 29.30%-23.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,443 | $6,958-79.3% | $6,282-77.0% | $5,287-72.7% |
| Admin fee / account holder | $16,886 | $11,765+43.5% | $9,324+81.1% | $10,132+66.7% |