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 | $91,017 | $138,065-34.1% | $123,544-26.3% | $135,375-32.8% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | 6.67% | 153.68%-147.0pp | 119.20%-112.5pp | 519.73%-513.1pp |
| Employer contribution / active EE | $545 | $5,151-89.4% | $4,628-88.2% | $4,779-88.6% |
| Participant deferral / active EE | $1,531 | $6,799-77.5% | $6,426-76.2% | $5,609-72.7% |
| Admin fee / account holder | $1,653 | $10,916-84.9% | $9,284-82.2% | $10,827-84.7% |