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 | $23,974 | $65,365-63.3% | $92,893-74.2% | $72,985-67.2% |
| Participation rate | 91.7% | 68.3%+23.4pp | 76.0%+15.7pp | 69.5%+22.2pp |
| Annual return | 24.57% | 42.10%-17.5pp | 109.41%-84.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,225 | $3,128-60.9% | $4,236-71.1% | $3,607-66.1% |
| Admin fee / account holder | $4,995 | $4,251+17.5% | $5,794-13.8% | $5,124-2.5% |