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 | $36,418 | $127,065-71.3% | $113,168-67.8% | $142,382-74.4% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 11.01% | 24.03%-13.0pp | 24.27%-13.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $388 | $3,442-88.7% | $2,975-87.0% | $4,299-91.0% |
| Participant deferral / active EE | $1,202 | $5,716-79.0% | $5,107-76.5% | $6,507-81.5% |
| Admin fee / account holder | $861 | $15,736-94.5% | $12,068-92.9% | $12,624-93.2% |