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 | $36,752 | $87,841-58.2% | $133,980-72.6% | $62,891-41.6% |
| Participation rate | 76.3% | 83.4%-7.1pp | 87.1%-10.7pp | 69.3%+7.0pp |
| Annual return | 5.71% | 12.05%-6.3pp | 29.30%-23.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $846 | $3,483-75.7% | $5,211-83.8% | $2,281-62.9% |
| Participant deferral / active EE | $2,024 | $4,812-57.9% | $6,282-67.8% | $3,203-36.8% |
| Admin fee / account holder | $857 | $5,371-84.0% | $9,324-90.8% | $4,296-80.1% |