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 | $93,992 | $181,894-48.3% | $156,549-40.0% | $273,961-65.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 3.80% | 30.74%-26.9pp | 32.23%-28.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $763 | $6,248-87.8% | $5,501-86.1% | $4,869-84.3% |
| Participant deferral / active EE | $1,175 | $5,550-78.8% | $4,871-75.9% | $5,287-77.8% |
| Admin fee / account holder | $5,697 | $15,559-63.4% | $13,027-56.3% | $10,132-43.8% |