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 | $38,050 | $132,239-71.2% | $105,722-64.0% | $273,961-86.1% |
| Participation rate | 83.3% | 83.2%+0.1pp | 78.9%+4.4pp | 83.0%+0.3pp |
| Annual return | 6.61% | 10.07%-3.5pp | 12.25%-5.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $334 | $4,867-93.1% | $4,079-91.8% | $4,869-93.1% |
| Participant deferral / active EE | $693 | $6,233-88.9% | $5,326-87.0% | $5,287-86.9% |
| Admin fee / account holder | $2,177 | $12,032-81.9% | $8,308-73.8% | $10,132-78.5% |