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 | $111,558 | $81,460+36.9% | $103,333+8.0% | $80,856+38.0% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 13.07% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $348 | $3,105-88.8% | $3,868-91.0% | $2,755-87.4% |
| Participant deferral / active EE | $1,126 | $3,869-70.9% | $5,057-77.7% | $4,296-73.8% |
| Admin fee / account holder | $22,839 | $6,566+247.8% | $8,355+173.4% | $6,918+230.1% |