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 | $22,040 | $84,233-73.8% | $170,442-87.1% | $70,131-68.6% |
| Participation rate | 78.1% | 70.8%+7.3pp | 83.6%-5.5pp | 69.5%+8.6pp |
| Annual return | 14.82% | 23.06%-8.2pp | 205.93%-191.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $596 | $3,086-80.7% | $4,939-87.9% | $3,332-82.1% |
| Admin fee / account holder | $788 | $5,698-86.2% | $13,880-94.3% | $4,645-83.0% |