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 9-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 | $35,576 | $80,968-56.1% | $96,544-63.2% | $75,163-52.7% |
| Participation rate | 70.2% | 71.8%-1.6pp | 76.0%-5.7pp | 67.2%+3.0pp |
| Annual return | 20.26% | 27.06%-6.8pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $325 | $2,282-85.7% | $2,965-89.0% | $2,670-87.8% |
| Participant deferral / active EE | $1,563 | $3,928-60.2% | $4,851-67.8% | $4,125-62.1% |
| Admin fee / account holder | $1,286 | $6,724-80.9% | $8,252-84.4% | $5,651-77.2% |