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 | $68,021 | $87,013-21.8% | $106,213-36.0% | $80,856-15.9% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.3pp | 67.6%+26.9pp |
| Annual return | 16.29% | 17.05%-0.8pp | 116.14%-99.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,589 | $3,986-60.1% | $5,016-68.3% | $4,296-63.0% |
| Admin fee / account holder | $1,676 | $8,431-80.1% | $11,033-84.8% | $6,918-75.8% |