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 | $39,115 | $87,841-55.5% | $133,980-70.8% | $62,891-37.8% |
| Participation rate | 70.0% | 83.4%-13.4pp | 87.1%-17.1pp | 69.3%+0.7pp |
| Annual return | 6.33% | 12.05%-5.7pp | 29.30%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $777 | $3,483-77.7% | $5,211-85.1% | $2,281-65.9% |
| Participant deferral / active EE | $2,153 | $4,812-55.3% | $6,282-65.7% | $3,203-32.8% |
| Admin fee / account holder | $10,669 | $5,371+98.6% | $9,324+14.4% | $4,296+148.4% |