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 | $53,789 | $201,272-73.3% | $184,203-70.8% | $145,922-63.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 11.18% | 29.00%-17.8pp | 28.81%-17.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,122 | $7,022-84.0% | $6,427-82.5% | $4,660-75.9% |
| Participant deferral / active EE | $2,700 | $9,806-72.5% | $9,131-70.4% | $6,688-59.6% |
| Admin fee / account holder | $2,796 | $16,364-82.9% | $13,901-79.9% | $13,397-79.1% |