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 | $74,599 | $115,882-35.6% | $100,516-25.8% | $158,922-53.1% |
| Participation rate | 73.7% | 81.6%-7.9pp | 79.4%-5.7pp | 82.0%-8.3pp |
| Annual return | 8.77% | 34.79%-26.0pp | 30.89%-22.1pp | 302.83%-294.1pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,502 | $6,674-77.5% | $6,270-76.0% | $5,982-74.9% |
| Admin fee / account holder | $14,055 | $10,995+27.8% | $8,081+73.9% | $11,246+25.0% |