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 | $44,815 | $70,428-36.4% | $96,562-53.6% | $85,850-47.8% |
| Participation rate | 71.4% | 61.8%+9.6pp | 69.8%+1.6pp | 69.3%+2.1pp |
| Annual return | 11.86% | 18.59%-6.7pp | 37.78%-25.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | -$11 | $1,413-100.8% | $2,356-100.5% | $2,565-100.4% |
| Participant deferral / active EE | $758 | $2,894-73.8% | $3,849-80.3% | $3,952-80.8% |
| Admin fee / account holder | $674 | $4,997-86.5% | $6,181-89.1% | $6,260-89.2% |