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 | $41,349 | $109,359-62.2% | $162,163-74.5% | $72,985-43.3% |
| Participation rate | 72.0% | 84.3%-12.3pp | 87.6%-15.6pp | 69.5%+2.5pp |
| Annual return | 21.44% | 25.46%-4.0pp | 115.59%-94.1pp | 81.00%-59.6pp |
| Employer contribution / active EE | $530 | $3,907-86.4% | $5,614-90.6% | $2,440-78.3% |
| Participant deferral / active EE | $1,441 | $5,481-73.7% | $7,298-80.3% | $3,607-60.1% |
| Admin fee / account holder | $680 | $7,972-91.5% | $10,843-93.7% | $5,124-86.7% |