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 | $27,892 | $93,571-70.2% | $135,903-79.5% | $75,163-62.9% |
| Participation rate | 89.9% | 75.2%+14.7pp | 81.9%+7.9pp | 67.2%+22.7pp |
| Annual return | 15.49% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $659 | $3,537-81.4% | $4,856-86.4% | $2,670-75.3% |
| Participant deferral / active EE | $2,010 | $6,404-68.6% | $7,758-74.1% | $4,125-51.3% |
| Admin fee / account holder | $922 | $6,975-86.8% | $10,762-91.4% | $5,651-83.7% |