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 | $77,863 | $91,552-15.0% | $133,956-41.9% | $79,858-2.5% |
| Participation rate | 79.5% | 73.3%+6.1pp | 79.8%-0.4pp | 69.6%+9.9pp |
| Annual return | 21.15% | 61.85%-40.7pp | 45.09%-23.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,219 | $3,733-67.3% | $5,048-75.8% | $3,740-67.4% |
| Admin fee / account holder | $334 | $6,321-94.7% | $8,927-96.3% | $5,306-93.7% |