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 | $38,115 | $214,378-82.2% | $200,582-81.0% | $142,382-73.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 74.39% | 46.41%+28.0pp | 42.33%+32.1pp | 217.08%-142.7pp |
| Employer contribution / active EE | $624 | $6,841-90.9% | $6,419-90.3% | $4,299-85.5% |
| Participant deferral / active EE | $1,059 | $9,865-89.3% | $9,331-88.7% | $6,507-83.7% |
| Admin fee / account holder | $489 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |