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 | $109,329 | $201,272-45.7% | $184,203-40.6% | $145,922-25.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 17.67% | 29.00%-11.3pp | 28.81%-11.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,407 | $7,022-80.0% | $6,427-78.1% | $4,660-69.8% |
| Participant deferral / active EE | $2,509 | $9,806-74.4% | $9,131-72.5% | $6,688-62.5% |
| Admin fee / account holder | $1,604 | $16,364-90.2% | $13,901-88.5% | $13,397-88.0% |