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 | $15,523 | $81,248-80.9% | $155,509-90.0% | $80,856-80.8% |
| Participation rate | 73.1% | 66.2%+6.8pp | 78.2%-5.1pp | 67.6%+5.4pp |
| Annual return | 12.26% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $270 | $3,100-91.3% | $4,672-94.2% | $2,755-90.2% |
| Participant deferral / active EE | $326 | $3,452-90.6% | $5,626-94.2% | $4,296-92.4% |
| Admin fee / account holder | $4,928 | $7,997-38.4% | $15,912-69.0% | $6,918-28.8% |