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 | $46,948 | $63,355-25.9% | $91,989-49.0% | $72,985-35.7% |
| Participation rate | 83.7% | 72.5%+11.2pp | 78.6%+5.1pp | 69.5%+14.2pp |
| Annual return | 26.30% | 35.35%-9.0pp | 69.02%-42.7pp | 81.00%-54.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,045 | $4,883-58.1% | $5,923-65.5% | $3,607-43.3% |
| Admin fee / account holder | $856 | $4,668-81.7% | $7,743-88.9% | $5,124-83.3% |