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 | $39,280 | $98,750-60.2% | $149,696-73.8% | $79,858-50.8% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.5%-6.9pp | 69.6%+5.9pp |
| Annual return | 14.47% | 27.43%-13.0pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $270 | $3,216-91.6% | $4,644-94.2% | $2,471-89.1% |
| Participant deferral / active EE | $896 | $5,680-84.2% | $6,842-86.9% | $3,740-76.1% |
| Admin fee / account holder | $2,081 | $6,053-65.6% | $9,309-77.6% | $5,306-60.8% |