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 | $35,970 | $89,355-59.7% | $141,162-74.5% | $72,985-50.7% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 24.43% | 111.85%-87.4pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,141 | $5,418-60.5% | $6,709-68.1% | $3,607-40.7% |
| Admin fee / account holder | $1,817 | $5,958-69.5% | $10,261-82.3% | $5,124-64.5% |