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 | $109,268 | $95,803+14.1% | $113,168-3.4% | $84,808+28.8% |
| Participation rate | 87.9% | 72.9%+15.0pp | 76.6%+11.3pp | 68.3%+19.6pp |
| Annual return | 15.08% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $314 | $2,360-86.7% | $2,975-89.5% | $2,631-88.1% |
| Participant deferral / active EE | $1,568 | $4,242-63.0% | $5,107-69.3% | $4,212-62.8% |
| Admin fee / account holder | $822 | $8,989-90.9% | $12,068-93.2% | $7,344-88.8% |