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 | $69,640 | $115,882-39.9% | $100,516-30.7% | $158,922-56.2% |
| Participation rate | 95.5% | 81.6%+13.9pp | 79.4%+16.1pp | 82.0%+13.5pp |
| Annual return | 13.82% | 34.79%-21.0pp | 30.89%-17.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,974 | $6,674-70.4% | $6,270-68.5% | $5,982-67.0% |
| Admin fee / account holder | $7,409 | $10,995-32.6% | $8,081-8.3% | $11,246-34.1% |