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 | $27,736 | $88,707-68.7% | $74,183-62.6% | $273,961-89.9% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 5.78% | 11.94%-6.2pp | 17.74%-12.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $416 | $3,159-86.8% | $2,370-82.5% | $4,869-91.5% |
| Participant deferral / active EE | $869 | $4,212-79.4% | $3,550-75.5% | $5,287-83.6% |
| Admin fee / account holder | $909 | $8,717-89.6% | $5,586-83.7% | $10,132-91.0% |