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 | $40,967 | $167,484-75.5% | $151,611-73.0% | $134,475-69.5% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.5%+8.2pp | 81.2%+14.4pp |
| Annual return | 1.04% | 7.80%-6.8pp | 3.33%-2.3pp | 417.96%-416.9pp |
| Employer contribution / active EE | $1,376 | $6,829-79.8% | $6,166-77.7% | $4,740-71.0% |
| Participant deferral / active EE | $862 | $8,986-90.4% | $8,363-89.7% | $6,400-86.5% |
| Admin fee / account holder | $9,146 | $13,783-33.6% | $11,616-21.3% | $11,426-20.0% |