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 | $117,901 | $96,965+21.6% | $97,995+20.3% | $147,584-20.1% |
| Participation rate | 88.9% | 83.6%+5.3pp | 82.4%+6.5pp | 82.8%+6.1pp |
| Annual return | 12.20% | 24.11%-11.9pp | 23.94%-11.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $921 | $4,536-79.7% | $4,158-77.8% | $4,876-81.1% |
| Participant deferral / active EE | $1,659 | $5,081-67.4% | $5,097-67.5% | $5,439-69.5% |
| Admin fee / account holder | $5,336 | $8,120-34.3% | $5,943-10.2% | $10,885-51.0% |