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 | $47,181 | $201,272-76.6% | $184,203-74.4% | $145,922-67.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.55% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $228 | $7,022-96.8% | $6,427-96.5% | $4,660-95.1% |
| Participant deferral / active EE | $1,625 | $9,806-83.4% | $9,131-82.2% | $6,688-75.7% |
| Admin fee / account holder | $5,407 | $16,364-67.0% | $13,901-61.1% | $13,397-59.6% |