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 | $56,334 | $103,376-45.5% | $87,100-35.3% | $152,861-63.1% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 23.23% | 28.10%-4.9pp | 28.19%-5.0pp | 345.32%-322.1pp |
| Employer contribution / active EE | $582 | $3,220-81.9% | $2,521-76.9% | $4,762-87.8% |
| Participant deferral / active EE | $1,473 | $4,778-69.2% | $4,049-63.6% | $5,850-74.8% |
| Admin fee / account holder | $2,839 | $12,205-76.7% | $7,497-62.1% | $11,596-75.5% |