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 | $39,493 | $109,359-63.9% | $162,163-75.6% | $72,985-45.9% |
| Participation rate | 70.4% | 84.3%-13.8pp | 87.6%-17.1pp | 69.5%+0.9pp |
| Annual return | 18.80% | 25.46%-6.7pp | 115.59%-96.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,758 | $5,481-67.9% | $7,298-75.9% | $3,607-51.3% |
| Admin fee / account holder | $7,636 | $7,972-4.2% | $10,843-29.6% | $5,124+49.0% |