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 | $92,592 | $201,272-54.0% | $184,203-49.7% | $145,922-36.5% |
| Participation rate | 77.3% | 87.5%-10.2pp | 86.8%-9.5pp | 80.3%-3.0pp |
| Annual return | 14.44% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $692 | $7,022-90.1% | $6,427-89.2% | $4,660-85.1% |
| Participant deferral / active EE | $1,833 | $9,806-81.3% | $9,131-79.9% | $6,688-72.6% |
| Admin fee / account holder | $8,044 | $16,364-50.8% | $13,901-42.1% | $13,397-40.0% |