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 | $29,470 | $124,319-76.3% | $111,297-73.5% | $167,490-82.4% |
| Participation rate | 78.3% | 79.6%-1.4pp | 77.3%+1.0pp | 82.1%-3.8pp |
| Annual return | 16.31% | 37.44%-21.1pp | 54.65%-38.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $501 | $3,435-85.4% | $2,731-81.6% | $4,837-89.6% |
| Participant deferral / active EE | $448 | $5,180-91.4% | $4,487-90.0% | $6,341-92.9% |
| Admin fee / account holder | $2,031 | $10,618-80.9% | $7,964-74.5% | $12,309-83.5% |