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 | $24,650 | $88,707-72.2% | $74,183-66.8% | $273,961-91.0% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 7.04% | 11.94%-4.9pp | 17.74%-10.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $285 | $3,159-91.0% | $2,370-88.0% | $4,869-94.1% |
| Participant deferral / active EE | $1,172 | $4,212-72.2% | $3,550-67.0% | $5,287-77.8% |
| Admin fee / account holder | $8,242 | $8,717-5.4% | $5,586+47.6% | $10,132-18.7% |