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 | $89,176 | $118,680-24.9% | $98,907-9.8% | $158,922-43.9% |
| Participation rate | 70.0% | 77.8%-7.8pp | 76.0%-6.0pp | 82.0%-12.0pp |
| Annual return | 10.65% | 372.35%-361.7pp | 196.43%-185.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $77 | $3,333-97.7% | $2,689-97.1% | $4,761-98.4% |
| Participant deferral / active EE | $69 | $5,088-98.6% | $4,244-98.4% | $5,982-98.8% |
| Admin fee / account holder | $17,976 | $10,131+77.4% | $6,642+170.7% | $11,246+59.8% |