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 | $26,141 | $105,931-75.3% | $81,930-68.1% | $158,922-83.6% |
| Participation rate | 73.7% | 75.6%-1.9pp | 72.0%+1.7pp | 82.0%-8.3pp |
| Annual return | 21.85% | 38.17%-16.3pp | 29.49%-7.6pp | 302.83%-281.0pp |
| Employer contribution / active EE | $29 | $7,800-99.6% | $4,310-99.3% | $4,761-99.4% |
| Participant deferral / active EE | $587 | $13,003-95.5% | $7,107-91.7% | $5,982-90.2% |
| Admin fee / account holder | $3,100 | $8,489-63.5% | $5,158-39.9% | $11,246-72.4% |