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 | $55,743 | $138,347-59.7% | $184,203-69.7% | $80,856-31.1% |
| Participation rate | 70.3% | 83.9%-13.6pp | 86.8%-16.5pp | 67.6%+2.6pp |
| Annual return | 12.55% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $969 | $4,850-80.0% | $6,427-84.9% | $2,755-64.8% |
| Participant deferral / active EE | $1,742 | $7,071-75.4% | $9,131-80.9% | $4,296-59.4% |
| Admin fee / account holder | $12,141 | $10,483+15.8% | $13,901-12.7% | $6,918+75.5% |