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 | $100,586 | $94,625+6.3% | $116,228-13.5% | $84,808+18.6% |
| Participation rate | 91.2% | 70.4%+20.8pp | 74.6%+16.7pp | 68.3%+22.9pp |
| Annual return | 16.02% | 20.40%-4.4pp | 90.06%-74.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,530 | $3,972-61.5% | $4,953-69.1% | $4,212-63.7% |
| Admin fee / account holder | $5,424 | $10,091-46.3% | $11,989-54.8% | $7,344-26.1% |