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 | $59,123 | $122,239-51.6% | $184,203-67.9% | $74,495-20.6% |
| Participation rate | 89.8% | 85.5%+4.4pp | 86.8%+3.0pp | 67.2%+22.6pp |
| Annual return | 17.21% | 19.95%-2.7pp | 28.81%-11.6pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $910 | $4,537-80.0% | $6,427-85.8% | $2,623-65.3% |
| Participant deferral / active EE | $3,190 | $7,139-55.3% | $9,131-65.1% | $4,346-26.6% |
| Admin fee / account holder | $3,017 | $1,260+139.5% | $13,901-78.3% | $1,942+55.4% |