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 | $66,500 | $73,981-10.1% | $105,722-37.1% | $62,891+5.7% |
| Participation rate | 84.0% | 71.7%+12.3pp | 78.9%+5.1pp | 69.3%+14.7pp |
| Annual return | 7.38% | 17.60%-10.2pp | 12.25%-4.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $109 | $2,856-96.2% | $4,079-97.3% | $2,281-95.2% |
| Participant deferral / active EE | $1,293 | $4,038-68.0% | $5,326-75.7% | $3,203-59.6% |
| Admin fee / account holder | $11,892 | $5,976+99.0% | $8,308+43.1% | $4,296+176.8% |