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 | $63,472 | $56,110+13.1% | $94,993-33.2% | $70,131-9.5% |
| Participation rate | 73.7% | 65.0%+8.7pp | 73.9%-0.2pp | 69.5%+4.1pp |
| Annual return | 17.60% | 51.02%-33.4pp | 27.12%-9.5pp | 73.14%-55.5pp |
| Employer contribution / active EE | $130 | $1,442-91.0% | $2,603-95.0% | $2,342-94.4% |
| Participant deferral / active EE | $623 | $2,391-74.0% | $3,317-81.2% | $3,332-81.3% |
| Admin fee / account holder | $749 | $3,456-78.3% | $4,960-84.9% | $4,645-83.9% |