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 | $96,779 | $138,347-30.0% | $184,203-47.5% | $80,856+19.7% |
| Participation rate | 72.7% | 83.9%-11.1pp | 86.8%-14.1pp | 67.6%+5.1pp |
| Annual return | 13.61% | 20.02%-6.4pp | 28.81%-15.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,294 | $4,850-73.3% | $6,427-79.9% | $2,755-53.0% |
| Participant deferral / active EE | $2,343 | $7,071-66.9% | $9,131-74.3% | $4,296-45.5% |
| Admin fee / account holder | $5,048 | $10,483-51.9% | $13,901-63.7% | $6,918-27.0% |