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 | $33,696 | $60,349-44.2% | $74,183-54.6% | $62,891-46.4% |
| Participation rate | 71.6% | 72.7%-1.1pp | 76.6%-5.0pp | 69.3%+2.3pp |
| Annual return | 4.99% | 21.37%-16.4pp | 17.74%-12.7pp | 20.14%-15.2pp |
| Employer contribution / active EE | $268 | $1,680-84.0% | $2,370-88.7% | $2,281-88.2% |
| Participant deferral / active EE | $917 | $2,856-67.9% | $3,550-74.2% | $3,203-71.4% |
| Admin fee / account holder | $2,263 | $4,261-46.9% | $5,586-59.5% | $4,296-47.3% |