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 | $34,888 | $94,529-63.1% | $140,016-75.1% | $64,186-45.6% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.9pp |
| Annual return | 0.02% | 7.77%-7.8pp | 651.12%-651.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $309 | $3,812-91.9% | $5,606-94.5% | $2,381-87.0% |
| Participant deferral / active EE | $1,108 | $5,250-78.9% | $6,927-84.0% | $3,470-68.1% |
| Admin fee / account holder | $2,495 | $6,741-63.0% | $10,705-76.7% | $4,888-49.0% |