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 9-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 | $66,689 | $77,813-14.3% | $123,544-46.0% | $64,186+3.9% |
| Participation rate | 77.5% | 74.7%+2.8pp | 82.3%-4.8pp | 69.6%+7.9pp |
| Annual return | -7.69% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $449 | $3,014-85.1% | $4,628-90.3% | $2,381-81.2% |
| Participant deferral / active EE | $2,059 | $5,240-60.7% | $6,426-68.0% | $3,470-40.6% |
| Admin fee / account holder | $478 | $5,519-91.3% | $9,284-94.8% | $4,888-90.2% |