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 | $29,752 | $124,425-76.1% | $112,040-73.4% | $137,256-78.3% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.5%+4.8pp | 80.0%+1.3pp |
| Annual return | 15.16% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $712 | $3,411-79.1% | $2,954-75.9% | $4,156-82.9% |
| Participant deferral / active EE | $860 | $5,718-85.0% | $5,098-83.1% | $6,407-86.6% |
| Admin fee / account holder | $2,736 | $15,207-82.0% | $12,098-77.4% | $12,270-77.7% |