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 | $61,314 | $78,485-21.9% | $106,213-42.3% | $74,495-17.7% |
| Participation rate | 72.5% | 72.8%-0.3pp | 75.3%-2.7pp | 67.2%+5.3pp |
| Annual return | 11.23% | 15.95%-4.7pp | 116.14%-104.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,702 | $4,322-60.6% | $5,016-66.1% | $4,346-60.8% |
| Admin fee / account holder | $876 | $2,232-60.7% | $11,033-92.1% | $1,942-54.9% |