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 | $34,639 | $83,477-58.5% | $125,175-72.3% | $72,985-52.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.00% | 25.78%-5.8pp | 43.79%-23.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $39 | $2,345-98.3% | $3,865-99.0% | $2,440-98.4% |
| Participant deferral / active EE | $925 | $3,585-74.2% | $4,937-81.3% | $3,607-74.4% |
| Admin fee / account holder | $754 | $5,517-86.3% | $9,702-92.2% | $5,124-85.3% |