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 | $38,853 | $125,758-69.1% | $169,993-77.1% | $75,163-48.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.0%-7.0pp | 67.2%+12.8pp |
| Annual return | 15.56% | 27.20%-11.6pp | 53.37%-37.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,189 | $4,615-74.2% | $6,785-82.5% | $2,670-55.5% |
| Participant deferral / active EE | $2,846 | $6,837-58.4% | $10,408-72.7% | $4,125-31.0% |
| Admin fee / account holder | $6,362 | $8,173-22.2% | $12,815-50.4% | $5,651+12.6% |