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 | $94,665 | $181,894-48.0% | $156,549-39.5% | $273,961-65.4% |
| Participation rate | 73.9% | 88.4%-14.5pp | 84.0%-10.1pp | 83.0%-9.1pp |
| Annual return | 5.46% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $744 | $6,248-88.1% | $5,501-86.5% | $4,869-84.7% |
| Participant deferral / active EE | $1,157 | $5,550-79.2% | $4,871-76.3% | $5,287-78.1% |
| Admin fee / account holder | $10,953 | $15,559-29.6% | $13,027-15.9% | $10,132+8.1% |