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 | $62,401 | $109,982-43.3% | $97,226-35.8% | $145,922-57.2% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 12.86% | 242.90%-230.0pp | 75.13%-62.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $631 | $4,676-86.5% | $4,264-85.2% | $6,688-90.6% |
| Admin fee / account holder | $1,144 | $6,221-81.6% | $5,654-79.8% | $13,397-91.5% |