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 | $28,046 | $54,762-48.8% | $90,281-68.9% | $72,985-61.6% |
| Participation rate | 96.0% | 65.1%+30.9pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 21.76% | 30.63%-8.9pp | 78.10%-56.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $37 | $2,092-98.2% | $2,854-98.7% | $2,440-98.5% |
| Participant deferral / active EE | $123 | $2,887-95.8% | $3,885-96.8% | $3,607-96.6% |
| Admin fee / account holder | $2,357 | $3,972-40.7% | $5,351-56.0% | $5,124-54.0% |