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 | $33,637 | $98,240-65.8% | $82,313-59.1% | $147,584-77.2% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.2pp | 82.8%-10.1pp |
| Annual return | 17.39% | 30.85%-13.5pp | 25.88%-8.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $284 | $3,192-91.1% | $2,428-88.3% | $4,876-94.2% |
| Participant deferral / active EE | $1,251 | $4,383-71.5% | $3,706-66.3% | $5,439-77.0% |
| Admin fee / account holder | $681 | $8,563-92.1% | $5,608-87.9% | $10,885-93.7% |