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 | $38,044 | $60,349-37.0% | $74,183-48.7% | $62,891-39.5% |
| Participation rate | 75.6% | 72.7%+2.9pp | 76.6%-1.0pp | 69.3%+6.3pp |
| Annual return | 5.26% | 21.37%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $281 | $1,680-83.3% | $2,370-88.1% | $2,281-87.7% |
| Participant deferral / active EE | $1,201 | $2,856-57.9% | $3,550-66.2% | $3,203-62.5% |
| Admin fee / account holder | $4,976 | $4,261+16.8% | $5,586-10.9% | $4,296+15.8% |