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 | $29,109 | $91,538-68.2% | $129,995-77.6% | $75,163-61.3% |
| Participation rate | 92.8% | 71.4%+21.3pp | 78.5%+14.3pp | 67.2%+25.6pp |
| Annual return | 16.02% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $707 | $2,845-75.1% | $4,320-83.6% | $2,670-73.5% |
| Participant deferral / active EE | $1,199 | $4,341-72.4% | $5,820-79.4% | $4,125-70.9% |
| Admin fee / account holder | $2,815 | $6,790-58.5% | $10,614-73.5% | $5,651-50.2% |