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 | $25,033 | $60,349-58.5% | $74,183-66.3% | $62,891-60.2% |
| Participation rate | 92.9% | 72.7%+20.1pp | 76.6%+16.2pp | 69.3%+23.6pp |
| Annual return | 7.98% | 21.37%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,121 | $2,856-60.7% | $3,550-68.4% | $3,203-65.0% |
| Admin fee / account holder | $912 | $4,261-78.6% | $5,586-83.7% | $4,296-78.8% |