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 | $47,597 | $197,591-75.9% | $177,821-73.2% | $158,922-70.0% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 11.98% | 58.76%-46.8pp | 48.32%-36.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,200 | $6,697-82.1% | $5,918-79.7% | $4,761-74.8% |
| Participant deferral / active EE | $2,316 | $8,405-72.4% | $7,714-70.0% | $5,982-61.3% |
| Admin fee / account holder | $374 | $15,399-97.6% | $12,427-97.0% | $11,246-96.7% |