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 | $68,209 | $149,679-54.4% | $117,039-41.7% | $147,584-53.8% |
| Participation rate | 90.0% | 83.5%+6.5pp | 77.2%+12.8pp | 82.8%+7.2pp |
| Annual return | 19.57% | 19.31%+0.3pp | 18.95%+0.6pp | 578.55%-559.0pp |
| Employer contribution / active EE | $689 | $4,937-86.1% | $3,785-81.8% | $4,876-85.9% |
| Participant deferral / active EE | $853 | $4,912-82.6% | $3,929-78.3% | $5,439-84.3% |
| Admin fee / account holder | $1,727 | $7,856-78.0% | $5,974-71.1% | $10,885-84.1% |