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 | $42,523 | $89,355-52.4% | $141,162-69.9% | $72,985-41.7% |
| Participation rate | 79.5% | 75.1%+4.4pp | 82.5%-2.9pp | 69.5%+10.1pp |
| Annual return | 23.58% | 111.85%-88.3pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $193 | $3,114-93.8% | $4,735-95.9% | $2,440-92.1% |
| Participant deferral / active EE | $1,427 | $5,418-73.7% | $6,709-78.7% | $3,607-60.5% |
| Admin fee / account holder | $1,515 | $5,958-74.6% | $10,261-85.2% | $5,124-70.4% |