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 | $34,067 | $91,538-62.8% | $129,995-73.8% | $75,163-54.7% |
| Participation rate | 97.2% | 71.4%+25.8pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 13.44% | -631.11%+644.5pp | -137.18%+150.6pp | 160.62%-147.2pp |
| Employer contribution / active EE | $544 | $2,845-80.9% | $4,320-87.4% | $2,670-79.6% |
| Participant deferral / active EE | $1,854 | $4,341-57.3% | $5,820-68.1% | $4,125-55.0% |
| Admin fee / account holder | $735 | $6,790-89.2% | $10,614-93.1% | $5,651-87.0% |