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 | $79,253 | $138,385-42.7% | $184,200-57.0% | $80,874-2.0% |
| Participation rate | 76.5% | 83.9%-7.4pp | 86.8%-10.4pp | 67.6%+8.8pp |
| Annual return | 14.78% | 20.02%-5.2pp | 28.80%-14.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $866 | $4,849-82.1% | $6,424-86.5% | $2,756-68.6% |
| Participant deferral / active EE | $2,018 | $7,073-71.5% | $9,132-77.9% | $4,297-53.0% |
| Admin fee / account holder | $1,667 | $10,483-84.1% | $13,907-88.0% | $6,935-76.0% |