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 | $36,983 | $198,466-81.4% | $170,442-78.3% | $147,584-74.9% |
| Participation rate | 70.8% | 88.0%-17.1pp | 83.6%-12.8pp | 82.8%-12.0pp |
| Annual return | 15.56% | 257.29%-241.7pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,135 | $6,184-81.6% | $5,433-79.1% | $4,876-76.7% |
| Participant deferral / active EE | $1,018 | $5,629-81.9% | $4,939-79.4% | $5,439-81.3% |
| Admin fee / account holder | $3,809 | $16,852-77.4% | $13,880-72.6% | $10,885-65.0% |