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 | $36,915 | $76,552-51.8% | $123,892-70.2% | $62,891-41.3% |
| Participation rate | 70.1% | 73.0%-2.8pp | 81.4%-11.3pp | 69.3%+0.8pp |
| Annual return | 9.15% | 18.68%-9.5pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,278 | $4,840-73.6% | $5,984-78.6% | $3,203-60.1% |
| Admin fee / account holder | $914 | $4,826-81.1% | $8,357-89.1% | $4,296-78.7% |