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 | $37,940 | $91,552-58.6% | $133,956-71.7% | $79,858-52.5% |
| Participation rate | 96.3% | 73.3%+22.9pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 10.71% | 61.85%-51.1pp | 45.09%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $278 | $2,384-88.3% | $3,919-92.9% | $2,471-88.8% |
| Participant deferral / active EE | $1,027 | $3,733-72.5% | $5,048-79.7% | $3,740-72.5% |
| Admin fee / account holder | $8,335 | $6,321+31.9% | $8,927-6.6% | $5,306+57.1% |