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 4-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 | $68,354 | $148,978-54.1% | $200,582-65.9% | $84,808-19.4% |
| Participation rate | 78.6% | 84.2%-5.7pp | 86.9%-8.3pp | 68.3%+10.3pp |
| Annual return | 13.73% | 28.16%-14.4pp | 42.33%-28.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $972 | $4,815-79.8% | $6,419-84.9% | $2,631-63.1% |
| Participant deferral / active EE | $2,570 | $7,142-64.0% | $9,331-72.5% | $4,212-39.0% |
| Admin fee / account holder | $15,667 | $13,977+12.1% | $16,305-3.9% | $7,344+113.3% |