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 | $48,681 | $115,882-58.0% | $100,516-51.6% | $158,922-69.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 11.53% | 34.79%-23.3pp | 30.89%-19.4pp | 302.83%-291.3pp |
| Employer contribution / active EE | $254 | $4,103-93.8% | $3,418-92.6% | $4,761-94.7% |
| Participant deferral / active EE | $384 | $6,674-94.2% | $6,270-93.9% | $5,982-93.6% |
| Admin fee / account holder | $845 | $10,995-92.3% | $8,081-89.5% | $11,246-92.5% |