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 | $29,820 | $78,705-62.1% | $117,854-74.7% | $70,131-57.5% |
| Participation rate | 70.0% | 73.2%-3.2pp | 79.7%-9.7pp | 69.5%+0.5pp |
| Annual return | 14.37% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $416 | $2,223-81.3% | $3,786-89.0% | $2,342-82.2% |
| Participant deferral / active EE | $1,180 | $3,297-64.2% | $4,482-73.7% | $3,332-64.6% |
| Admin fee / account holder | $4,635 | $5,065-8.5% | $8,020-42.2% | $4,645-0.2% |