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 | $28,373 | $96,557-70.6% | $80,975-65.0% | $273,961-89.6% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 6.25% | 15.14%-8.9pp | 17.10%-10.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $156 | $4,868-96.8% | $3,714-95.8% | $4,869-96.8% |
| Participant deferral / active EE | $737 | $6,598-88.8% | $5,696-87.1% | $5,287-86.1% |
| Admin fee / account holder | $3,642 | $7,492-51.4% | $5,516-34.0% | $10,132-64.1% |