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 | $204,067 | $88,707+130.0% | $74,183+175.1% | $273,961-25.5% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.6%+8.4pp | 83.0%+2.0pp |
| Annual return | 5.11% | 11.94%-6.8pp | 17.74%-12.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $692 | $4,212-83.6% | $3,550-80.5% | $5,287-86.9% |
| Admin fee / account holder | $6,159 | $8,717-29.3% | $5,586+10.3% | $10,132-39.2% |