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 | $31,566 | $135,952-76.8% | $123,892-74.5% | $273,961-88.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 4.49% | 56.63%-52.1pp | 47.52%-43.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $94 | $5,170-98.2% | $4,617-98.0% | $4,869-98.1% |
| Participant deferral / active EE | $1,747 | $6,343-72.5% | $5,984-70.8% | $5,287-67.0% |
| Admin fee / account holder | $46,499 | $9,817+373.7% | $8,357+456.4% | $10,132+358.9% |