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 | $91,823 | $87,841+4.5% | $133,980-31.5% | $62,891+46.0% |
| Participation rate | 71.0% | 83.4%-12.4pp | 87.1%-16.1pp | 69.3%+1.7pp |
| Annual return | 7.78% | 12.05%-4.3pp | 29.30%-21.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,345 | $4,812-72.0% | $6,282-78.6% | $3,203-58.0% |
| Admin fee / account holder | $11,045 | $5,371+105.6% | $9,324+18.5% | $4,296+157.1% |