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 | $62,983 | $100,041-37.0% | $149,718-57.9% | $70,131-10.2% |
| Participation rate | 85.4% | 83.6%+1.8pp | 87.1%-1.7pp | 69.5%+15.8pp |
| Annual return | 16.02% | 27.43%-11.4pp | 1501.63%-1485.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,050 | $3,662-71.3% | $5,445-80.7% | $2,342-55.2% |
| Participant deferral / active EE | $2,209 | $4,983-55.7% | $6,569-66.4% | $3,332-33.7% |
| Admin fee / account holder | $2,474 | $8,286-70.1% | $11,283-78.1% | $4,645-46.7% |