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 | $64,862 | $88,707-26.9% | $74,183-12.6% | $273,961-76.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.44% | 11.94%-3.5pp | 17.74%-9.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $512 | $3,159-83.8% | $2,370-78.4% | $4,869-89.5% |
| Participant deferral / active EE | $685 | $4,212-83.7% | $3,550-80.7% | $5,287-87.1% |
| Admin fee / account holder | $9,700 | $8,717+11.3% | $5,586+73.7% | $10,132-4.3% |