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 | $60,578 | $116,175-47.9% | $93,606-35.3% | $152,861-60.4% |
| Participation rate | 87.0% | 78.0%+8.9pp | 75.8%+11.1pp | 82.4%+4.5pp |
| Annual return | 20.71% | 35.96%-15.2pp | 32.76%-12.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $435 | $3,218-86.5% | $2,718-84.0% | $4,762-90.9% |
| Participant deferral / active EE | $1,204 | $4,603-73.8% | $4,069-70.4% | $5,850-79.4% |
| Admin fee / account holder | $9,476 | $10,748-11.8% | $7,888+20.1% | $11,596-18.3% |