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 | $59,646 | $101,724-41.4% | $164,813-63.8% | $80,856-26.2% |
| Participation rate | 74.2% | 71.8%+2.4pp | 78.6%-4.4pp | 67.6%+6.6pp |
| Annual return | 15.08% | 16.72%-1.6pp | 69.93%-54.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $475 | $2,953-83.9% | $4,341-89.1% | $2,755-82.7% |
| Participant deferral / active EE | $763 | $4,477-83.0% | $6,031-87.3% | $4,296-82.2% |
| Admin fee / account holder | $7,299 | $8,227-11.3% | $12,690-42.5% | $6,918+5.5% |