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 | $58,755 | $125,758-53.3% | $169,993-65.4% | $75,163-21.8% |
| Participation rate | 78.0% | 83.6%-5.6pp | 87.0%-9.0pp | 67.2%+10.8pp |
| Annual return | 17.61% | 27.20%-9.6pp | 53.37%-35.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,332 | $4,615-71.1% | $6,785-80.4% | $2,670-50.1% |
| Participant deferral / active EE | $2,025 | $6,837-70.4% | $10,408-80.5% | $4,125-50.9% |
| Admin fee / account holder | $9,222 | $8,173+12.8% | $12,815-28.0% | $5,651+63.2% |