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 | $89,753-52.2% | $107,525-60.1% | $84,808-49.4% |
| Participation rate | 83.7% | 68.1%+15.6pp | 75.1%+8.6pp | 68.3%+15.4pp |
| Annual return | 13.74% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $538 | $4,056-86.7% | $5,116-89.5% | $4,212-87.2% |
| Admin fee / account holder | $8,048 | $7,222+11.4% | $8,919-9.8% | $7,344+9.6% |