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 | $41,848 | $99,341-57.9% | $84,750-50.6% | $273,961-84.7% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.91% | 22.93%-16.0pp | 22.78%-15.9pp | 41.45%-34.5pp |
| Employer contribution / active EE | $493 | $4,214-88.3% | $3,574-86.2% | $4,869-89.9% |
| Participant deferral / active EE | $627 | $4,269-85.3% | $3,712-83.1% | $5,287-88.1% |
| Admin fee / account holder | $1,152 | $6,644-82.7% | $5,332-78.4% | $10,132-88.6% |