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 | $68,886 | $94,625-27.2% | $116,228-40.7% | $84,808-18.8% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.6%+12.9pp | 68.3%+19.2pp |
| Annual return | 19.45% | 20.40%-1.0pp | 90.06%-70.6pp | 40.90%-21.4pp |
| Employer contribution / active EE | $600 | $2,347-74.4% | $2,994-80.0% | $2,631-77.2% |
| Participant deferral / active EE | $1,219 | $3,972-69.3% | $4,953-75.4% | $4,212-71.0% |
| Admin fee / account holder | $10,454 | $10,091+3.6% | $11,989-12.8% | $7,344+42.3% |