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 | $29,838 | $103,376-71.1% | $87,100-65.7% | $152,861-80.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 15.63% | 28.10%-12.5pp | 28.19%-12.6pp | 345.32%-329.7pp |
| Employer contribution / active EE | $515 | $3,220-84.0% | $2,521-79.6% | $4,762-89.2% |
| Participant deferral / active EE | $969 | $4,778-79.7% | $4,049-76.1% | $5,850-83.4% |
| Admin fee / account holder | $646 | $12,205-94.7% | $7,497-91.4% | $11,596-94.4% |