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 | $37,980 | $153,772-75.3% | $133,980-71.7% | $273,961-86.1% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 5.91% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,003 | $6,029-83.4% | $5,211-80.8% | $4,869-79.4% |
| Participant deferral / active EE | $1,689 | $6,958-75.7% | $6,282-73.1% | $5,287-68.0% |
| Admin fee / account holder | $621 | $11,765-94.7% | $9,324-93.3% | $10,132-93.9% |