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 | $42,115 | $87,841-52.1% | $133,980-68.6% | $62,891-33.0% |
| Participation rate | 73.1% | 83.4%-10.3pp | 87.1%-14.0pp | 69.3%+3.8pp |
| Annual return | 6.55% | 12.05%-5.5pp | 29.30%-22.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $152 | $3,483-95.6% | $5,211-97.1% | $2,281-93.4% |
| Participant deferral / active EE | $1,903 | $4,812-60.5% | $6,282-69.7% | $3,203-40.6% |
| Admin fee / account holder | $8,215 | $5,371+52.9% | $9,324-11.9% | $4,296+91.2% |