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 | $26,141 | $96,557-72.9% | $80,975-67.7% | $273,961-90.5% |
| Participation rate | 73.7% | 79.1%-5.4pp | 75.8%-2.1pp | 83.0%-9.3pp |
| Annual return | 5.54% | 15.14%-9.6pp | 17.10%-11.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $604 | $6,598-90.8% | $5,696-89.4% | $5,287-88.6% |
| Admin fee / account holder | $8,786 | $7,492+17.3% | $5,516+59.3% | $10,132-13.3% |