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 | $69,509 | $109,359-36.4% | $162,163-57.1% | $72,985-4.8% |
| Participation rate | 71.9% | 84.3%-12.4pp | 87.6%-15.7pp | 69.5%+2.4pp |
| Annual return | 19.40% | 25.46%-6.1pp | 115.59%-96.2pp | 81.00%-61.6pp |
| Employer contribution / active EE | $275 | $3,907-93.0% | $5,614-95.1% | $2,440-88.7% |
| Participant deferral / active EE | $1,495 | $5,481-72.7% | $7,298-79.5% | $3,607-58.6% |
| Admin fee / account holder | $12,668 | $7,972+58.9% | $10,843+16.8% | $5,124+147.2% |