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 | $23,279 | $71,050-67.2% | $93,606-75.1% | $80,856-71.2% |
| Participation rate | 94.6% | 60.4%+34.2pp | 68.7%+25.9pp | 67.6%+27.0pp |
| Annual return | 13.80% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $496 | $4,034-87.7% | $4,411-88.8% | $4,296-88.5% |
| Admin fee / account holder | $5,115 | $6,945-26.3% | $8,285-38.3% | $6,918-26.1% |