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 | $57,172 | $58,828-2.8% | $77,999-26.7% | $62,891-9.1% |
| Participation rate | 79.4% | 71.1%+8.4pp | 75.5%+3.9pp | 69.3%+10.1pp |
| Annual return | 10.87% | 17.16%-6.3pp | 425.96%-415.1pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $957 | $2,686-64.4% | $3,497-72.6% | $3,203-70.1% |
| Admin fee / account holder | $943 | $4,393-78.5% | $5,480-82.8% | $4,296-78.0% |