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 | $44,090 | $72,277-39.0% | $101,248-56.5% | $79,858-44.8% |
| Participation rate | 77.4% | 68.5%+9.0pp | 75.8%+1.6pp | 69.6%+7.8pp |
| Annual return | 10.62% | 22.30%-11.7pp | 46.47%-35.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,222 | $3,282-62.8% | $4,370-72.0% | $3,740-67.3% |
| Admin fee / account holder | $47,339 | $4,400+975.8% | $5,945+696.2% | $5,306+792.1% |