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 | $56,805 | $91,552-38.0% | $133,956-57.6% | $79,858-28.9% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.7pp |
| Annual return | 22.12% | 61.85%-39.7pp | 45.09%-23.0pp | 31.71%-9.6pp |
| Employer contribution / active EE | $513 | $2,384-78.5% | $3,919-86.9% | $2,471-79.2% |
| Participant deferral / active EE | $1,433 | $3,733-61.6% | $5,048-71.6% | $3,740-61.7% |
| Admin fee / account holder | $2,644 | $6,321-58.2% | $8,927-70.4% | $5,306-50.2% |