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 | $28,660 | $136,307-79.0% | $106,619-73.1% | $273,961-89.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.73% | 11.05%-4.3pp | 9.42%-2.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $492 | $5,190-90.5% | $3,947-87.5% | $4,869-89.9% |
| Participant deferral / active EE | $589 | $4,969-88.1% | $3,930-85.0% | $5,287-88.9% |
| Admin fee / account holder | $776 | $8,625-91.0% | $6,418-87.9% | $10,132-92.3% |