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 | $35,878 | $87,841-59.2% | $133,980-73.2% | $62,891-43.0% |
| Participation rate | 74.7% | 83.4%-8.7pp | 87.1%-12.4pp | 69.3%+5.4pp |
| Annual return | 6.41% | 12.05%-5.6pp | 29.30%-22.9pp | 20.14%-13.7pp |
| Employer contribution / active EE | $867 | $3,483-75.1% | $5,211-83.4% | $2,281-62.0% |
| Participant deferral / active EE | $2,077 | $4,812-56.8% | $6,282-66.9% | $3,203-35.2% |
| Admin fee / account holder | $1,517 | $5,371-71.8% | $9,324-83.7% | $4,296-64.7% |