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 | $37,434 | $127,386-70.6% | $115,037-67.5% | $125,391-70.1% |
| Participation rate | 76.5% | 84.2%-7.7pp | 81.4%-4.9pp | 83.2%-6.7pp |
| Annual return | 0.69% | 31.28%-30.6pp | 26.14%-25.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $672 | $5,166-87.0% | $4,608-85.4% | $4,866-86.2% |
| Participant deferral / active EE | $1,210 | $6,423-81.2% | $6,026-79.9% | $5,352-77.4% |
| Admin fee / account holder | $2,611 | $9,516-72.6% | $8,175-68.1% | $9,540-72.6% |