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 | $84,175 | $69,977+20.3% | $108,579-22.5% | $62,891+33.8% |
| Participation rate | 87.9% | 72.9%+15.0pp | 79.6%+8.3pp | 69.3%+18.6pp |
| Annual return | 5.09% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $372 | $2,135-82.6% | $3,758-90.1% | $2,281-83.7% |
| Participant deferral / active EE | $727 | $3,165-77.0% | $4,311-83.1% | $3,203-77.3% |
| Admin fee / account holder | $1,760 | $5,076-65.3% | $7,645-77.0% | $4,296-59.0% |