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 6-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 | $39,730 | $117,841-66.3% | $102,423-61.2% | $145,922-72.8% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 11.05% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $132 | $3,615-96.3% | $3,023-95.6% | $4,660-97.2% |
| Participant deferral / active EE | $902 | $5,731-84.3% | $5,053-82.1% | $6,688-86.5% |
| Admin fee / account holder | $2,384 | $13,326-82.1% | $9,451-74.8% | $13,397-82.2% |