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 | $23,572 | $85,022-72.3% | $70,515-66.6% | $139,434-83.1% |
| Participation rate | 70.0% | 73.9%-3.9pp | 68.3%+1.7pp | 80.3%-10.3pp |
| Annual return | 13.74% | 30.38%-16.6pp | 32.77%-19.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $457 | $3,909-88.3% | $2,973-84.6% | $4,751-90.4% |
| Participant deferral / active EE | $745 | $5,890-87.3% | $4,567-83.7% | $6,710-88.9% |
| Admin fee / account holder | $12,481 | $8,906+40.1% | $6,412+94.6% | $11,403+9.5% |