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 | $29,657 | $78,694-62.3% | $67,652-56.2% | $125,391-76.3% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | 1.53% | 9.46%-7.9pp | 6625.04%-6623.5pp | 282.22%-280.7pp |
| Employer contribution / active EE | $280 | $3,044-90.8% | $2,266-87.6% | $4,866-94.2% |
| Participant deferral / active EE | $1,129 | $4,292-73.7% | $3,560-68.3% | $5,352-78.9% |
| Admin fee / account holder | $1,261 | $7,403-83.0% | $4,821-73.8% | $9,540-86.8% |