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 | $55,479 | $103,376-46.3% | $87,100-36.3% | $152,861-63.7% |
| Participation rate | 78.6% | 79.3%-0.8pp | 76.9%+1.7pp | 82.4%-3.9pp |
| Annual return | 17.34% | 28.10%-10.8pp | 28.19%-10.9pp | 345.32%-328.0pp |
| Employer contribution / active EE | $456 | $3,220-85.8% | $2,521-81.9% | $4,762-90.4% |
| Participant deferral / active EE | $1,369 | $4,778-71.4% | $4,049-66.2% | $5,850-76.6% |
| Admin fee / account holder | $12,447 | $12,205+2.0% | $7,497+66.0% | $11,596+7.3% |