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 | $105,570 | $146,267-27.8% | $197,124-46.4% | $82,448+28.0% |
| Participation rate | 81.3% | 84.0%-2.8pp | 86.7%-5.5pp | 68.1%+13.2pp |
| Annual return | 16.65% | 29.61%-13.0pp | 44.34%-27.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $842 | $4,723-82.2% | $6,227-86.5% | $2,551-67.0% |
| Participant deferral / active EE | $2,320 | $7,035-67.0% | $9,135-74.6% | $4,139-44.0% |
| Admin fee / account holder | $7,106 | $14,422-50.7% | $16,298-56.4% | $7,234-1.8% |