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 | $52,617 | $81,208-35.2% | $98,907-46.8% | $79,858-34.1% |
| Participation rate | 72.3% | 72.5%-0.2pp | 76.0%-3.7pp | 69.6%+2.7pp |
| Annual return | 17.26% | 60.99%-43.7pp | 196.43%-179.2pp | 31.71%-14.5pp |
| Employer contribution / active EE | $240 | $1,960-87.8% | $2,689-91.1% | $2,471-90.3% |
| Participant deferral / active EE | $1,331 | $3,265-59.2% | $4,244-68.6% | $3,740-64.4% |
| Admin fee / account holder | $9,763 | $6,013+62.4% | $6,642+47.0% | $5,306+84.0% |