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 | $33,349 | $78,705-57.6% | $117,854-71.7% | $70,131-52.4% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 15.96% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.2pp |
| Employer contribution / active EE | $384 | $2,223-82.7% | $3,786-89.8% | $2,342-83.6% |
| Participant deferral / active EE | $913 | $3,297-72.3% | $4,482-79.6% | $3,332-72.6% |
| Admin fee / account holder | $3,737 | $5,065-26.2% | $8,020-53.4% | $4,645-19.5% |