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 | $113,771 | $148,978-23.6% | $200,582-43.3% | $84,808+34.2% |
| Participation rate | 84.6% | 84.2%+0.4pp | 86.9%-2.3pp | 68.3%+16.3pp |
| Annual return | 16.46% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,418 | $4,815-70.6% | $6,419-77.9% | $2,631-46.1% |
| Participant deferral / active EE | $1,534 | $7,142-78.5% | $9,331-83.6% | $4,212-63.6% |
| Admin fee / account holder | $4,373 | $13,977-68.7% | $16,305-73.2% | $7,344-40.5% |