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 | $26,543 | $63,346-58.1% | $92,233-71.2% | $70,131-62.2% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 15.46% | 530.12%-514.7pp | 176.28%-160.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,105 | $2,854-61.3% | $3,897-71.6% | $3,332-66.8% |
| Admin fee / account holder | $6,153 | $3,840+60.2% | $5,194+18.5% | $4,645+32.5% |