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 | $19,559 | $54,762-64.3% | $90,281-78.3% | $72,985-73.2% |
| Participation rate | 80.9% | 65.1%+15.7pp | 73.3%+7.6pp | 69.5%+11.4pp |
| Annual return | 19.93% | 30.63%-10.7pp | 78.10%-58.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | -$25 | $2,092-101.2% | $2,854-100.9% | $2,440-101.0% |
| Participant deferral / active EE | -$83 | $2,887-102.9% | $3,885-102.1% | $3,607-102.3% |
| Admin fee / account holder | $818 | $3,972-79.4% | $5,351-84.7% | $5,124-84.0% |