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 | $37,132 | $78,422-52.7% | $95,952-61.3% | $79,858-53.5% |
| Participation rate | 81.8% | 73.5%+8.3pp | 77.1%+4.7pp | 69.6%+12.2pp |
| Annual return | 12.09% | 19.37%-7.3pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $375 | $1,945-80.7% | $2,541-85.3% | $2,471-84.8% |
| Participant deferral / active EE | $518 | $3,440-84.9% | $4,167-87.6% | $3,740-86.2% |
| Admin fee / account holder | $452 | $5,622-92.0% | $6,795-93.3% | $5,306-91.5% |