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 | $122,060 | $201,272-39.4% | $184,203-33.7% | $145,922-16.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.46% | 29.00%-17.5pp | 28.81%-17.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $961 | $7,022-86.3% | $6,427-85.1% | $4,660-79.4% |
| Participant deferral / active EE | $2,422 | $9,806-75.3% | $9,131-73.5% | $6,688-63.8% |
| Admin fee / account holder | $6,126 | $16,364-62.6% | $13,901-55.9% | $13,397-54.3% |