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 | $52,093 | $125,758-58.6% | $169,993-69.4% | $75,163-30.7% |
| Participation rate | 95.7% | 83.6%+12.1pp | 87.0%+8.7pp | 67.2%+28.5pp |
| Annual return | 16.18% | 27.20%-11.0pp | 53.37%-37.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $891 | $4,615-80.7% | $6,785-86.9% | $2,670-66.6% |
| Participant deferral / active EE | $2,973 | $6,837-56.5% | $10,408-71.4% | $4,125-27.9% |
| Admin fee / account holder | $1,410 | $8,173-82.8% | $12,815-89.0% | $5,651-75.1% |