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 | $112,420 | $123,793-9.2% | $177,821-36.8% | $79,858+40.8% |
| Participation rate | 72.2% | 84.7%-12.4pp | 87.7%-15.5pp | 69.6%+2.6pp |
| Annual return | 18.56% | 22.82%-4.3pp | 48.32%-29.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $964 | $4,095-76.5% | $5,918-83.7% | $2,471-61.0% |
| Participant deferral / active EE | $1,675 | $5,956-71.9% | $7,714-78.3% | $3,740-55.2% |
| Admin fee / account holder | $500 | $7,243-93.1% | $12,427-96.0% | $5,306-90.6% |