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 | $42,905 | $88,672-51.6% | $105,223-59.2% | $82,448-48.0% |
| Participation rate | 83.7% | 67.9%+15.7pp | 75.0%+8.6pp | 68.1%+15.6pp |
| Annual return | 13.74% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $538 | $4,036-86.7% | $5,072-89.4% | $4,139-87.0% |
| Admin fee / account holder | $8,048 | $7,146+12.6% | $8,859-9.2% | $7,234+11.2% |