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 | $31,507 | $87,013-63.8% | $106,213-70.3% | $80,856-61.0% |
| Participation rate | 90.3% | 70.4%+19.9pp | 75.3%+15.0pp | 67.6%+22.7pp |
| Annual return | 10.61% | 17.05%-6.4pp | 116.14%-105.5pp | 35.59%-25.0pp |
| Employer contribution / active EE | $645 | $2,395-73.1% | $3,171-79.7% | $2,755-76.6% |
| Participant deferral / active EE | $1,395 | $3,986-65.0% | $5,016-72.2% | $4,296-67.5% |
| Admin fee / account holder | $702 | $8,431-91.7% | $11,033-93.6% | $6,918-89.8% |