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 | $47,571 | $98,750-51.8% | $149,696-68.2% | $79,858-40.4% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.5%-7.1pp | 69.6%+5.8pp |
| Annual return | 12.53% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $127 | $3,216-96.0% | $4,644-97.3% | $2,471-94.8% |
| Participant deferral / active EE | $2,089 | $5,680-63.2% | $6,842-69.5% | $3,740-44.2% |
| Admin fee / account holder | $2,918 | $6,053-51.8% | $9,309-68.7% | $5,306-45.0% |