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 | $25,796 | $138,065-81.3% | $123,544-79.1% | $135,375-80.9% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | 5.31% | 153.68%-148.4pp | 119.20%-113.9pp | 519.73%-514.4pp |
| Employer contribution / active EE | $295 | $5,151-94.3% | $4,628-93.6% | $4,779-93.8% |
| Participant deferral / active EE | $1,610 | $6,799-76.3% | $6,426-74.9% | $5,609-71.3% |
| Admin fee / account holder | $10,396 | $10,916-4.8% | $9,284+12.0% | $10,827-4.0% |