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 | $33,297 | $144,119-76.9% | $117,854-71.7% | $147,584-77.4% |
| Participation rate | 72.2% | 83.4%-11.2pp | 79.7%-7.4pp | 82.8%-10.6pp |
| Annual return | 22.24% | 531.15%-508.9pp | 335.08%-312.8pp | 578.55%-556.3pp |
| Employer contribution / active EE | $575 | $4,896-88.3% | $3,786-84.8% | $4,876-88.2% |
| Participant deferral / active EE | $1,362 | $5,316-74.4% | $4,482-69.6% | $5,439-75.0% |
| Admin fee / account holder | $578 | $10,886-94.7% | $8,020-92.8% | $10,885-94.7% |