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 | $35,104 | $104,251-66.3% | $91,001-61.4% | $147,584-76.2% |
| Participation rate | 76.2% | 78.2%-2.0pp | 75.6%+0.6pp | 82.8%-6.6pp |
| Annual return | 16.17% | 27.06%-10.9pp | 4.60%+11.6pp | 578.55%-562.4pp |
| Employer contribution / active EE | $254 | $3,116-91.8% | $2,456-89.6% | $4,876-94.8% |
| Participant deferral / active EE | $1,107 | $4,195-73.6% | $3,547-68.8% | $5,439-79.6% |
| Admin fee / account holder | $449 | $8,948-95.0% | $5,417-91.7% | $10,885-95.9% |