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 | $38,889 | $162,781-76.1% | $133,956-71.0% | $158,922-75.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 10.57% | 41.94%-31.4pp | 45.09%-34.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $223 | $4,975-95.5% | $3,919-94.3% | $4,761-95.3% |
| Participant deferral / active EE | $1,340 | $5,911-77.3% | $5,048-73.4% | $5,982-77.6% |
| Admin fee / account holder | $3,227 | $11,736-72.5% | $8,927-63.9% | $11,246-71.3% |