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 | $49,088 | $108,825-54.9% | $156,181-68.6% | $82,448-40.5% |
| Participation rate | 75.0% | 72.4%+2.6pp | 78.8%-3.8pp | 68.1%+6.9pp |
| Annual return | 13.96% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $645 | $2,870-77.5% | $4,294-85.0% | $2,551-74.7% |
| Participant deferral / active EE | $1,357 | $4,577-70.4% | $6,132-77.9% | $4,139-67.2% |
| Admin fee / account holder | $1,724 | $9,341-81.5% | $14,586-88.2% | $7,234-76.2% |