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 | $75,109 | $109,359-31.3% | $162,163-53.7% | $72,985+2.9% |
| Participation rate | 76.0% | 84.3%-8.3pp | 87.6%-11.6pp | 69.5%+6.5pp |
| Annual return | 22.70% | 25.46%-2.8pp | 115.59%-92.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $342 | $3,907-91.3% | $5,614-93.9% | $2,440-86.0% |
| Participant deferral / active EE | $1,575 | $5,481-71.3% | $7,298-78.4% | $3,607-56.4% |
| Admin fee / account holder | $36,015 | $7,972+351.8% | $10,843+232.2% | $5,124+602.8% |