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 | $47,834 | $102,604-53.4% | $86,188-44.5% | $139,434-65.7% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 15.77% | 1922.51%-1906.7pp | 1168.45%-1152.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $238 | $3,032-92.1% | $2,380-90.0% | $4,751-95.0% |
| Participant deferral / active EE | $256 | $4,676-94.5% | $3,985-93.6% | $6,710-96.2% |
| Admin fee / account holder | $2,563 | $8,657-70.4% | $6,852-62.6% | $11,403-77.5% |