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 | $95,054 | $132,239-28.1% | $105,722-10.1% | $273,961-65.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.49% | 10.07%-0.6pp | 12.25%-2.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $729 | $4,867-85.0% | $4,079-82.1% | $4,869-85.0% |
| Participant deferral / active EE | $1,214 | $6,233-80.5% | $5,326-77.2% | $5,287-77.0% |
| Admin fee / account holder | $7,017 | $12,032-41.7% | $8,308-15.5% | $10,132-30.7% |