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 | $73,742 | $125,758-41.4% | $169,993-56.6% | $75,163-1.9% |
| Participation rate | 73.1% | 83.6%-10.5pp | 87.0%-13.9pp | 67.2%+5.9pp |
| Annual return | 17.61% | 27.20%-9.6pp | 53.37%-35.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,030 | $4,615-77.7% | $6,785-84.8% | $2,670-61.4% |
| Participant deferral / active EE | $2,834 | $6,837-58.5% | $10,408-72.8% | $4,125-31.3% |
| Admin fee / account holder | $1,410 | $8,173-82.8% | $12,815-89.0% | $5,651-75.1% |