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 | $54,197 | $95,803-43.4% | $113,168-52.1% | $84,808-36.1% |
| Participation rate | 78.8% | 72.9%+5.9pp | 76.6%+2.2pp | 68.3%+10.4pp |
| Annual return | 15.41% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $300 | $2,360-87.3% | $2,975-89.9% | $2,631-88.6% |
| Participant deferral / active EE | $1,760 | $4,242-58.5% | $5,107-65.5% | $4,212-58.2% |
| Admin fee / account holder | $5,788 | $8,989-35.6% | $12,068-52.0% | $7,344-21.2% |