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 | $48,407 | $123,793-60.9% | $177,821-72.8% | $79,858-39.4% |
| Participation rate | 86.4% | 84.7%+1.7pp | 87.7%-1.4pp | 69.6%+16.7pp |
| Annual return | 14.19% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,191 | $4,095-70.9% | $5,918-79.9% | $2,471-51.8% |
| Participant deferral / active EE | $2,210 | $5,956-62.9% | $7,714-71.4% | $3,740-40.9% |
| Admin fee / account holder | $1,123 | $7,243-84.5% | $12,427-91.0% | $5,306-78.8% |