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 9-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 | $54,635 | $136,307-59.9% | $177,821-69.3% | $73,488-25.7% |
| Participation rate | 76.2% | 86.1%-9.9pp | 87.7%-11.5pp | 70.7%+5.6pp |
| Annual return | 13.22% | 18.68%-5.5pp | 48.32%-35.1pp | 28.51%-15.3pp |
| Employer contribution / active EE | $931 | $3,712-74.9% | $5,918-84.3% | $2,270-59.0% |
| Participant deferral / active EE | $2,707 | $5,829-53.6% | $7,714-64.9% | $3,740-27.6% |
| Admin fee / account holder | $2,741 | $596+360.2% | $12,427-77.9% | $513+434.2% |