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 | $36,284 | $87,841-58.7% | $133,980-72.9% | $62,891-42.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 87.1%-12.1pp | 69.3%+5.7pp |
| Annual return | 10.20% | 12.05%-1.9pp | 29.30%-19.1pp | 20.14%-9.9pp |
| Employer contribution / active EE | $677 | $3,483-80.6% | $5,211-87.0% | $2,281-70.3% |
| Participant deferral / active EE | $2,216 | $4,812-53.9% | $6,282-64.7% | $3,203-30.8% |
| Admin fee / account holder | $774 | $5,371-85.6% | $9,324-91.7% | $4,296-82.0% |