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 | $69,956 | $148,978-53.0% | $200,582-65.1% | $84,808-17.5% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 14.21% | 28.16%-14.0pp | 42.33%-28.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,421 | $4,815-70.5% | $6,419-77.9% | $2,631-46.0% |
| Participant deferral / active EE | $1,628 | $7,142-77.2% | $9,331-82.5% | $4,212-61.3% |
| Admin fee / account holder | $3,913 | $13,977-72.0% | $16,305-76.0% | $7,344-46.7% |