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 | $72,515 | $86,286-16.0% | $111,297-34.8% | $85,850-15.5% |
| Participation rate | 81.8% | 73.3%+8.5pp | 77.3%+4.5pp | 69.3%+12.5pp |
| Annual return | 17.90% | 19.99%-2.1pp | 54.65%-36.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $288 | $2,043-85.9% | $2,731-89.5% | $2,565-88.8% |
| Participant deferral / active EE | $1,500 | $3,641-58.8% | $4,487-66.6% | $3,952-62.0% |
| Admin fee / account holder | $1,859 | $8,188-77.3% | $7,964-76.7% | $6,260-70.3% |