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 | $33,053 | $133,958-75.3% | $112,228-70.5% | $134,475-75.4% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | 0.70% | 47.11%-46.4pp | 27.45%-26.8pp | 417.96%-417.3pp |
| Employer contribution / active EE | $251 | $4,038-93.8% | $3,635-93.1% | $4,740-94.7% |
| Participant deferral / active EE | $264 | $5,291-95.0% | $4,728-94.4% | $6,400-95.9% |
| Admin fee / account holder | $2,994 | $7,489-60.0% | $6,410-53.3% | $11,426-73.8% |