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 | $52,478 | $74,927-30.0% | $101,794-48.4% | $84,808-38.1% |
| Participation rate | 91.4% | 61.4%+30.0pp | 69.2%+22.2pp | 68.3%+23.1pp |
| Annual return | 15.05% | 18.70%-3.6pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $217 | $1,522-85.7% | $2,289-90.5% | $2,631-91.7% |
| Participant deferral / active EE | $1,090 | $3,099-64.8% | $4,084-73.3% | $4,212-74.1% |
| Admin fee / account holder | $1,088 | $6,514-83.3% | $8,777-87.6% | $7,344-85.2% |