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 | $56,805 | $58,577-3.0% | $83,333-31.8% | $64,186-11.5% |
| Participation rate | 74.1% | 72.0%+2.0pp | 77.8%-3.7pp | 69.6%+4.5pp |
| Annual return | -4.36% | 9.65%-14.0pp | 10.63%-15.0pp | 7.63%-12.0pp |
| Employer contribution / active EE | $220 | $2,098-89.5% | $3,379-93.5% | $2,381-90.8% |
| Participant deferral / active EE | $1,956 | $4,654-58.0% | $5,565-64.8% | $3,470-43.6% |
| Admin fee / account holder | $1,115 | $9,275-88.0% | $7,510-85.2% | $4,888-77.2% |