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 | $86,946 | $162,781-46.6% | $133,956-35.1% | $158,922-45.3% |
| Participation rate | 70.8% | 83.2%-12.4pp | 79.8%-9.0pp | 82.0%-11.1pp |
| Annual return | 14.28% | 41.94%-27.7pp | 45.09%-30.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $529 | $4,975-89.4% | $3,919-86.5% | $4,761-88.9% |
| Participant deferral / active EE | $1,482 | $5,911-74.9% | $5,048-70.6% | $5,982-75.2% |
| Admin fee / account holder | $8,095 | $11,736-31.0% | $8,927-9.3% | $11,246-28.0% |