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 | $29,563 | $117,841-74.9% | $102,423-71.1% | $145,922-79.7% |
| Participation rate | 73.7% | 78.6%-4.9pp | 76.5%-2.8pp | 80.3%-6.6pp |
| Annual return | 12.55% | 31.65%-19.1pp | 29.32%-16.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $671 | $3,615-81.4% | $3,023-77.8% | $4,660-85.6% |
| Participant deferral / active EE | $936 | $5,731-83.7% | $5,053-81.5% | $6,688-86.0% |
| Admin fee / account holder | $4,327 | $13,326-67.5% | $9,451-54.2% | $13,397-67.7% |