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 | $25,063 | $88,707-71.7% | $74,183-66.2% | $273,961-90.9% |
| Participation rate | 77.3% | 79.4%-2.2pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 6.23% | 11.94%-5.7pp | 17.74%-11.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $243 | $3,159-92.3% | $2,370-89.7% | $4,869-95.0% |
| Participant deferral / active EE | $1,055 | $4,212-74.9% | $3,550-70.3% | $5,287-80.0% |
| Admin fee / account holder | $5,685 | $8,717-34.8% | $5,586+1.8% | $10,132-43.9% |