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 | $91,160 | $83,337+9.4% | $67,834+34.4% | $273,961-66.7% |
| Participation rate | 72.7% | 76.4%-3.7pp | 68.8%+3.9pp | 83.0%-10.3pp |
| Annual return | 7.09% | 259.45%-252.4pp | 138.47%-131.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $377 | $3,287-88.5% | $2,403-84.3% | $4,869-92.3% |
| Participant deferral / active EE | $197 | $4,088-95.2% | $3,160-93.8% | $5,287-96.3% |
| Admin fee / account holder | $614 | $6,752-90.9% | $4,622-86.7% | $10,132-93.9% |