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 | $42,029 | $87,841-52.2% | $133,980-68.6% | $62,891-33.2% |
| Participation rate | 73.3% | 83.4%-10.0pp | 87.1%-13.7pp | 69.3%+4.0pp |
| Annual return | 6.28% | 12.05%-5.8pp | 29.30%-23.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $760 | $3,483-78.2% | $5,211-85.4% | $2,281-66.7% |
| Participant deferral / active EE | $1,523 | $4,812-68.3% | $6,282-75.8% | $3,203-52.4% |
| Admin fee / account holder | $372 | $5,371-93.1% | $9,324-96.0% | $4,296-91.3% |