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 | $46,307 | $83,477-44.5% | $125,175-63.0% | $72,985-36.6% |
| Participation rate | 71.0% | 73.3%-2.3pp | 79.8%-8.8pp | 69.5%+1.5pp |
| Annual return | 17.37% | 25.78%-8.4pp | 43.79%-26.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $94 | $2,345-96.0% | $3,865-97.6% | $2,440-96.1% |
| Participant deferral / active EE | $1,161 | $3,585-67.6% | $4,937-76.5% | $3,607-67.8% |
| Admin fee / account holder | $2,291 | $5,517-58.5% | $9,702-76.4% | $5,124-55.3% |