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 | $78,383 | $101,724-22.9% | $164,813-52.4% | $80,856-3.1% |
| Participation rate | 91.8% | 71.8%+20.0pp | 78.6%+13.2pp | 67.6%+24.2pp |
| Annual return | 11.52% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,953 | $4,477-56.4% | $6,031-67.6% | $4,296-54.5% |
| Admin fee / account holder | $4,029 | $8,227-51.0% | $12,690-68.2% | $6,918-41.8% |