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 | $228,172 | $117,841+93.6% | $102,423+122.8% | $145,922+56.4% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 19.40% | 31.65%-12.3pp | 29.32%-9.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $154 | $3,615-95.8% | $3,023-94.9% | $4,660-96.7% |
| Participant deferral / active EE | $1,536 | $5,731-73.2% | $5,053-69.6% | $6,688-77.0% |
| Admin fee / account holder | $4,575 | $13,326-65.7% | $9,451-51.6% | $13,397-65.8% |