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 | $22,732 | $157,256-85.5% | $141,162-83.9% | $152,861-85.1% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.4%+2.6pp |
| Annual return | 15.05% | 64.32%-49.3pp | 71.39%-56.3pp | 345.32%-330.3pp |
| Employer contribution / active EE | $86 | $5,261-98.4% | $4,735-98.2% | $4,762-98.2% |
| Participant deferral / active EE | $1,999 | $7,109-71.9% | $6,709-70.2% | $5,850-65.8% |
| Admin fee / account holder | $397 | $12,120-96.7% | $10,261-96.1% | $11,596-96.6% |