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 | $74,892 | $80,968-7.5% | $96,544-22.4% | $75,163-0.4% |
| Participation rate | 81.5% | 71.8%+9.7pp | 76.0%+5.5pp | 67.2%+14.3pp |
| Annual return | 13.65% | 27.06%-13.4pp | 25.84%-12.2pp | 160.62%-147.0pp |
| Employer contribution / active EE | $243 | $2,282-89.4% | $2,965-91.8% | $2,670-90.9% |
| Participant deferral / active EE | $1,317 | $3,928-66.5% | $4,851-72.8% | $4,125-68.1% |
| Admin fee / account holder | $1,184 | $6,724-82.4% | $8,252-85.7% | $5,651-79.0% |