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 | $30,247 | $124,319-75.7% | $111,297-72.8% | $167,490-81.9% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 11.34% | 37.44%-26.1pp | 54.65%-43.3pp | 478.56%-467.2pp |
| Employer contribution / active EE | $230 | $3,435-93.3% | $2,731-91.6% | $4,837-95.2% |
| Participant deferral / active EE | $962 | $5,180-81.4% | $4,487-78.6% | $6,341-84.8% |
| Admin fee / account holder | $1,154 | $10,618-89.1% | $7,964-85.5% | $12,309-90.6% |