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 | $60,531 | $118,680-49.0% | $98,907-38.8% | $158,922-61.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 12.74% | 372.35%-359.6pp | 196.43%-183.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $205 | $3,333-93.8% | $2,689-92.4% | $4,761-95.7% |
| Participant deferral / active EE | $992 | $5,088-80.5% | $4,244-76.6% | $5,982-83.4% |
| Admin fee / account holder | $411 | $10,131-95.9% | $6,642-93.8% | $11,246-96.3% |