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 | $30,450 | $49,791-38.8% | $78,210-61.1% | $70,131-56.6% |
| Participation rate | 77.0% | 62.3%+14.7pp | 68.7%+8.3pp | 69.5%+7.5pp |
| Annual return | 14.28% | 20.75%-6.5pp | 40.90%-26.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $321 | $2,150-85.1% | $2,823-88.6% | $3,332-90.4% |
| Admin fee / account holder | $870 | $3,181-72.6% | $3,758-76.8% | $4,645-81.3% |