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 | $62,797 | $153,772-59.2% | $133,980-53.1% | $273,961-77.1% |
| Participation rate | 70.6% | 88.4%-17.8pp | 87.1%-16.5pp | 83.0%-12.4pp |
| Annual return | 7.77% | 36.51%-28.7pp | 29.30%-21.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $778 | $6,029-87.1% | $5,211-85.1% | $4,869-84.0% |
| Participant deferral / active EE | $1,829 | $6,958-73.7% | $6,282-70.9% | $5,287-65.4% |
| Admin fee / account holder | $612 | $11,765-94.8% | $9,324-93.4% | $10,132-94.0% |