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 | $103,712 | $76,552+35.5% | $123,892-16.3% | $62,891+64.9% |
| Participation rate | 73.5% | 73.0%+0.5pp | 81.4%-7.9pp | 69.3%+4.2pp |
| Annual return | 7.77% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $179 | $2,883-93.8% | $4,617-96.1% | $2,281-92.1% |
| Participant deferral / active EE | $1,793 | $4,840-62.9% | $5,984-70.0% | $3,203-44.0% |
| Admin fee / account holder | $17,563 | $4,826+263.9% | $8,357+110.2% | $4,296+308.9% |