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 | $42,538 | $109,359-61.1% | $162,163-73.8% | $72,985-41.7% |
| Participation rate | 82.2% | 84.3%-2.0pp | 87.6%-5.3pp | 69.5%+12.7pp |
| Annual return | 19.27% | 25.46%-6.2pp | 115.59%-96.3pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,182 | $3,907-69.8% | $5,614-78.9% | $2,440-51.6% |
| Participant deferral / active EE | $2,518 | $5,481-54.1% | $7,298-65.5% | $3,607-30.2% |
| Admin fee / account holder | $5,264 | $7,972-34.0% | $10,843-51.5% | $5,124+2.7% |