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 | $85,421 | $138,562-38.4% | $246,525-65.3% | $116,875-26.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 13.51% | 16.14%-2.6pp | 0.46%+13.0pp | 16.29%-2.8pp |
| Employer contribution / active EE | $527 | $4,835-89.1% | $7,467-92.9% | $3,288-84.0% |
| Participant deferral / active EE | $646 | $4,207-84.6% | $5,422-88.1% | $3,885-83.4% |
| Admin fee / account holder | $4,865 | $18,110-73.1% | $16,551-70.6% | $12,263-60.3% |