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 | $39,729 | $110,257-64.0% | $96,544-58.8% | $139,434-71.5% |
| Participation rate | 92.9% | 78.1%+14.8pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 14.00% | 26.32%-12.3pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $321 | $3,620-91.1% | $2,965-89.2% | $4,751-93.3% |
| Participant deferral / active EE | $1,474 | $5,548-73.4% | $4,851-69.6% | $6,710-78.0% |
| Admin fee / account holder | $1,114 | $11,591-90.4% | $8,252-86.5% | $11,403-90.2% |