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 5-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 | $82,409 | $78,926+4.4% | $136,749-39.7% | $84,808-2.8% |
| Participation rate | 72.8% | 62.2%+10.7pp | 72.1%+0.7pp | 68.3%+4.5pp |
| Annual return | 13.91% | 18.17%-4.3pp | 24.33%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $304 | $3,168-90.4% | $4,692-93.5% | $4,212-92.8% |
| Admin fee / account holder | $1,890 | $6,369-70.3% | $11,386-83.4% | $7,344-74.3% |