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 | $34,022 | $58,828-42.2% | $77,999-56.4% | $62,891-45.9% |
| Participation rate | 88.9% | 71.1%+17.8pp | 75.5%+13.4pp | 69.3%+19.6pp |
| Annual return | 6.60% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $144 | $1,672-91.4% | $2,470-94.2% | $2,281-93.7% |
| Participant deferral / active EE | $884 | $2,686-67.1% | $3,497-74.7% | $3,203-72.4% |
| Admin fee / account holder | $4,363 | $4,393-0.7% | $5,480-20.4% | $4,296+1.6% |