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 | $36,154 | $99,985-63.8% | $146,665-75.3% | $85,850-57.9% |
| Participation rate | 81.8% | 73.1%+8.8pp | 80.1%+1.7pp | 69.3%+12.5pp |
| Annual return | 14.69% | 18.93%-4.2pp | 22.74%-8.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $195 | $2,559-92.4% | $4,136-95.3% | $2,565-92.4% |
| Participant deferral / active EE | $195 | $4,006-95.1% | $5,506-96.5% | $3,952-95.1% |
| Admin fee / account holder | $9,261 | $7,702+20.2% | $10,280-9.9% | $6,260+47.9% |