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 | $59,026 | $67,606-12.7% | $82,313-28.3% | $70,131-15.8% |
| Participation rate | 81.6% | 72.8%+8.8pp | 76.9%+4.7pp | 69.5%+12.0pp |
| Annual return | 16.04% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $138 | $1,755-92.1% | $2,428-94.3% | $2,342-94.1% |
| Participant deferral / active EE | $1,338 | $2,987-55.2% | $3,706-63.9% | $3,332-59.9% |
| Admin fee / account holder | $35,741 | $4,512+692.1% | $5,608+537.3% | $4,645+669.4% |