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 | $20,991 | $56,897-63.1% | $84,750-75.2% | $62,891-66.6% |
| Participation rate | 77.3% | 68.5%+8.8pp | 76.6%+0.7pp | 69.3%+8.0pp |
| Annual return | 6.65% | 6.30%+0.3pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $927 | $2,709-65.8% | $3,712-75.0% | $3,203-71.1% |
| Admin fee / account holder | $788 | $3,581-78.0% | $5,332-85.2% | $4,296-81.7% |