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 | $45,365 | $94,529-52.0% | $140,016-67.6% | $64,186-29.3% |
| Participation rate | 72.5% | 84.1%-11.6pp | 87.5%-15.0pp | 69.6%+2.9pp |
| Annual return | 4.68% | 7.77%-3.1pp | 651.12%-646.4pp | 7.63%-2.9pp |
| Employer contribution / active EE | $966 | $3,812-74.7% | $5,606-82.8% | $2,381-59.4% |
| Participant deferral / active EE | $1,312 | $5,250-75.0% | $6,927-81.1% | $3,470-62.2% |
| Admin fee / account holder | $1,630 | $6,741-75.8% | $10,705-84.8% | $4,888-66.7% |