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 | $70,980 | $201,272-64.7% | $184,203-61.5% | $145,922-51.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 10.82% | 29.00%-18.2pp | 28.81%-18.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $124 | $7,022-98.2% | $6,427-98.1% | $4,660-97.3% |
| Participant deferral / active EE | $124 | $9,806-98.7% | $9,131-98.6% | $6,688-98.1% |
| Admin fee / account holder | $16,131 | $16,364-1.4% | $13,901+16.0% | $13,397+20.4% |