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 | $26,165 | $98,750-73.5% | $149,696-82.5% | $79,858-67.2% |
| Participation rate | 77.2% | 75.8%+1.4pp | 82.5%-5.3pp | 69.6%+7.6pp |
| Annual return | 13.14% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $552 | $3,216-82.8% | $4,644-88.1% | $2,471-77.7% |
| Participant deferral / active EE | $2,051 | $5,680-63.9% | $6,842-70.0% | $3,740-45.1% |
| Admin fee / account holder | $1,534 | $6,053-74.6% | $9,309-83.5% | $5,306-71.1% |