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 | $27,758 | $79,944-65.3% | $98,439-71.8% | $75,163-63.1% |
| Participation rate | 93.2% | 70.4%+22.8pp | 75.2%+18.1pp | 67.2%+26.0pp |
| Annual return | 14.60% | 19.75%-5.1pp | 21.16%-6.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,336 | $3,752-64.4% | $4,738-71.8% | $4,125-67.6% |
| Admin fee / account holder | $3,885 | $6,840-43.2% | $8,948-56.6% | $5,651-31.2% |