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 | $45,078 | $127,777-64.7% | $106,548-57.7% | $167,490-73.1% |
| Participation rate | 90.0% | 78.3%+11.7pp | 76.1%+13.9pp | 82.1%+7.9pp |
| Annual return | 18.54% | 33.87%-15.3pp | 26.80%-8.3pp | 478.56%-460.0pp |
| Employer contribution / active EE | $435 | $3,427-87.3% | $2,819-84.6% | $4,837-91.0% |
| Participant deferral / active EE | $536 | $5,087-89.5% | $4,398-87.8% | $6,341-91.6% |
| Admin fee / account holder | $45,203 | $11,228+302.6% | $7,407+510.3% | $12,309+267.2% |