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 | $43,301 | $87,841-50.7% | $133,980-67.7% | $62,891-31.1% |
| Participation rate | 86.1% | 83.4%+2.7pp | 87.1%-1.0pp | 69.3%+16.8pp |
| Annual return | 6.30% | 12.05%-5.8pp | 29.30%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $870 | $3,483-75.0% | $5,211-83.3% | $2,281-61.8% |
| Participant deferral / active EE | $2,169 | $4,812-54.9% | $6,282-65.5% | $3,203-32.3% |
| Admin fee / account holder | $3,367 | $5,371-37.3% | $9,324-63.9% | $4,296-21.6% |