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 | $61,410 | $175,202-64.9% | $149,673-59.0% | $139,434-56.0% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 13.54% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $776 | $5,474-85.8% | $4,818-83.9% | $4,751-83.7% |
| Participant deferral / active EE | $1,853 | $6,519-71.6% | $5,680-67.4% | $6,710-72.4% |
| Admin fee / account holder | $844 | $16,150-94.8% | $13,210-93.6% | $11,403-92.6% |