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 | $76,116 | $86,929-12.4% | $102,423-25.7% | $80,856-5.9% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.9pp | 67.6%+14.7pp |
| Annual return | 10.59% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $124 | $2,369-94.8% | $3,023-95.9% | $2,755-95.5% |
| Participant deferral / active EE | $1,556 | $4,118-62.2% | $5,053-69.2% | $4,296-63.8% |
| Admin fee / account holder | $4,578 | $8,049-43.1% | $9,451-51.6% | $6,918-33.8% |