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 | $26,210 | $35,209-25.6% | $398,943-93.4% | $35,209-25.6% |
| Participation rate | 86.5% | 68.0%+18.4pp | 68.8%+17.7pp | 68.0%+18.4pp |
| Annual return | 12.19% | 8.28%+3.9pp | 12.10%+0.1pp | 8.28%+3.9pp |
| Employer contribution / active EE | $1,460 | $3,458-57.8% | $17,661-91.7% | $3,458-57.8% |
| Participant deferral / active EE | $981 | $3,634-73.0% | $1,610-39.0% | $3,634-73.0% |
| Admin fee / account holder | $8,093 | $6,138+31.8% | $1,706+374.4% | $6,138+31.8% |