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 | $49,389 | $88,707-44.3% | $74,183-33.4% | $273,961-82.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 4.52% | 11.94%-7.4pp | 17.74%-13.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $855 | $4,212-79.7% | $3,550-75.9% | $5,287-83.8% |
| Admin fee / account holder | $714 | $8,717-91.8% | $5,586-87.2% | $10,132-93.0% |