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 | $45,702 | $127,100-64.0% | $105,738-56.8% | $135,375-66.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | 7.31% | 4.49%+2.8pp | 6.27%+1.0pp | 519.73%-512.4pp |
| Employer contribution / active EE | $358 | $4,107-91.3% | $3,268-89.1% | $4,779-92.5% |
| Participant deferral / active EE | $676 | $5,064-86.7% | $4,080-83.4% | $5,609-87.9% |
| Admin fee / account holder | $426 | $9,087-95.3% | $6,913-93.8% | $10,827-96.1% |