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 | $29,668 | $53,018-44.0% | $70,014-57.6% | $62,891-52.8% |
| Participation rate | 71.4% | 67.2%+4.2pp | 71.8%-0.4pp | 69.3%+2.1pp |
| Annual return | 8.34% | 13.35%-5.0pp | 12.99%-4.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $142 | $1,799-92.1% | $2,338-93.9% | $2,281-93.8% |
| Participant deferral / active EE | $765 | $2,395-68.1% | $2,931-73.9% | $3,203-76.1% |
| Admin fee / account holder | $1,058 | $3,690-71.3% | $4,380-75.8% | $4,296-75.4% |