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 | $45,050 | $85,766-47.5% | $136,294-66.9% | $70,131-35.8% |
| Participation rate | 76.9% | 74.2%+2.8pp | 81.9%-5.0pp | 69.5%+7.4pp |
| Annual return | 16.33% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $416 | $2,966-86.0% | $4,695-91.1% | $2,342-82.2% |
| Participant deferral / active EE | $2,072 | $5,051-59.0% | $6,247-66.8% | $3,332-37.8% |
| Admin fee / account holder | $4,180 | $5,420-22.9% | $9,243-54.8% | $4,645-10.0% |