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 | $61,678 | $124,319-50.4% | $111,297-44.6% | $167,490-63.2% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 11.93% | 37.44%-25.5pp | 54.65%-42.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $276 | $3,435-92.0% | $2,731-89.9% | $4,837-94.3% |
| Participant deferral / active EE | $730 | $5,180-85.9% | $4,487-83.7% | $6,341-88.5% |
| Admin fee / account holder | $2,088 | $10,618-80.3% | $7,964-73.8% | $12,309-83.0% |