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 | $87,366 | $163,687-46.6% | $108,745-19.7% | $273,961-68.1% |
| Participation rate | 71.4% | 82.3%-10.9pp | 77.7%-6.2pp | 83.0%-11.6pp |
| Annual return | 5.49% | 31.16%-25.7pp | 46.22%-40.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $563 | $4,711-88.0% | $3,323-83.1% | $4,869-88.4% |
| Participant deferral / active EE | $563 | $7,155-92.1% | $5,121-89.0% | $5,287-89.3% |
| Admin fee / account holder | $829 | $12,890-93.6% | $6,144-86.5% | $10,132-91.8% |