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 | $31,228 | $107,934-71.1% | $91,989-66.1% | $152,861-79.6% |
| Participation rate | 76.9% | 81.2%-4.3pp | 78.6%-1.7pp | 82.4%-5.5pp |
| Annual return | 23.76% | 89.24%-65.5pp | 69.02%-45.3pp | 345.32%-321.6pp |
| Employer contribution / active EE | $337 | $4,210-92.0% | $3,452-90.2% | $4,762-92.9% |
| Participant deferral / active EE | $1,554 | $6,364-75.6% | $5,923-73.8% | $5,850-73.4% |
| Admin fee / account holder | $1,253 | $10,520-88.1% | $7,743-83.8% | $11,596-89.2% |