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 | $36,794 | $86,922-57.7% | $102,438-64.1% | $80,874-54.5% |
| Participation rate | 76.2% | 72.4%+3.8pp | 76.5%-0.3pp | 67.6%+8.5pp |
| Annual return | 10.43% | 18.90%-8.5pp | 29.37%-18.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $515 | $2,369-78.3% | $3,024-83.0% | $2,756-81.3% |
| Participant deferral / active EE | $1,242 | $4,119-69.9% | $5,054-75.4% | $4,297-71.1% |
| Admin fee / account holder | $3,449 | $8,050-57.2% | $9,448-63.5% | $6,935-50.3% |