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 | $62,538 | $58,828+6.3% | $77,999-19.8% | $62,891-0.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.09% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $684 | $2,686-74.5% | $3,497-80.4% | $3,203-78.6% |
| Admin fee / account holder | $6,876 | $4,393+56.5% | $5,480+25.5% | $4,296+60.1% |