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 | $14,062 | $46,553-69.8% | $64,056-78.0% | $75,163-81.3% |
| Participation rate | 87.0% | 65.9%+21.1pp | 72.3%+14.7pp | 67.2%+19.8pp |
| Annual return | 15.97% | 26.03%-10.1pp | 33.69%-17.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $260 | $1,974-86.8% | $2,747-90.5% | $2,670-90.3% |
| Participant deferral / active EE | $520 | $2,837-81.7% | $3,880-86.6% | $4,125-87.4% |
| Admin fee / account holder | $737 | $2,952-75.0% | $3,068-76.0% | $5,651-87.0% |