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 | $50,864 | $56,110-9.3% | $94,993-46.5% | $70,131-27.5% |
| Participation rate | 92.1% | 65.0%+27.1pp | 73.9%+18.2pp | 69.5%+22.6pp |
| Annual return | 14.58% | 51.02%-36.4pp | 27.12%-12.5pp | 73.14%-58.6pp |
| Employer contribution / active EE | $24 | $1,442-98.4% | $2,603-99.1% | $2,342-99.0% |
| Participant deferral / active EE | $685 | $2,391-71.4% | $3,317-79.3% | $3,332-79.4% |
| Admin fee / account holder | $3,081 | $3,456-10.9% | $4,960-37.9% | $4,645-33.7% |