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 | $145,118 | $214,378-32.3% | $200,582-27.7% | $142,382+1.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 12.81% | 46.41%-33.6pp | 42.33%-29.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $378 | $6,841-94.5% | $6,419-94.1% | $4,299-91.2% |
| Participant deferral / active EE | $833 | $9,865-91.6% | $9,331-91.1% | $6,507-87.2% |
| Admin fee / account holder | $3,028 | $17,692-82.9% | $16,305-81.4% | $12,624-76.0% |