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 | $120,372 | $72,492+66.0% | $87,100+38.2% | $72,985+64.9% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.9%-6.6pp | 69.5%+0.8pp |
| Annual return | 22.96% | 24.46%-1.5pp | 28.19%-5.2pp | 81.00%-58.0pp |
| Employer contribution / active EE | $224 | $1,894-88.2% | $2,521-91.1% | $2,440-90.8% |
| Participant deferral / active EE | $1,443 | $3,270-55.9% | $4,049-64.4% | $3,607-60.0% |
| Admin fee / account holder | $2,301 | $5,055-54.5% | $7,497-69.3% | $5,124-55.1% |