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 | $47,857 | $100,041-52.2% | $149,718-68.0% | $70,131-31.8% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.1%-15.6pp | 69.5%+1.9pp |
| Annual return | 14.25% | 27.43%-13.2pp | 1501.63%-1487.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $171 | $3,662-95.3% | $5,445-96.9% | $2,342-92.7% |
| Participant deferral / active EE | $1,999 | $4,983-59.9% | $6,569-69.6% | $3,332-40.0% |
| Admin fee / account holder | $1,046 | $8,286-87.4% | $11,283-90.7% | $4,645-77.5% |