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 | $30,116 | $93,571-67.8% | $135,903-77.8% | $75,163-59.9% |
| Participation rate | 86.8% | 75.2%+11.7pp | 81.9%+4.9pp | 67.2%+19.7pp |
| Annual return | 16.39% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $725 | $3,537-79.5% | $4,856-85.1% | $2,670-72.9% |
| Participant deferral / active EE | $2,082 | $6,404-67.5% | $7,758-73.2% | $4,125-49.5% |
| Admin fee / account holder | $4,823 | $6,975-30.9% | $10,762-55.2% | $5,651-14.6% |