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 | $42,308 | $80,968-47.7% | $96,544-56.2% | $75,163-43.7% |
| Participation rate | 74.5% | 71.8%+2.7pp | 76.0%-1.5pp | 67.2%+7.3pp |
| Annual return | 25.04% | 27.06%-2.0pp | 25.84%-0.8pp | 160.62%-135.6pp |
| Employer contribution / active EE | $589 | $2,282-74.2% | $2,965-80.1% | $2,670-78.0% |
| Participant deferral / active EE | $1,626 | $3,928-58.6% | $4,851-66.5% | $4,125-60.6% |
| Admin fee / account holder | $5,049 | $6,724-24.9% | $8,252-38.8% | $5,651-10.6% |