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 | $47,804 | $100,041-52.2% | $149,718-68.1% | $70,131-31.8% |
| Participation rate | 89.5% | 83.6%+5.9pp | 87.1%+2.4pp | 69.5%+19.9pp |
| Annual return | 14.64% | 27.43%-12.8pp | 1501.63%-1487.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $338 | $3,662-90.8% | $5,445-93.8% | $2,342-85.6% |
| Participant deferral / active EE | $2,056 | $4,983-58.7% | $6,569-68.7% | $3,332-38.3% |
| Admin fee / account holder | $3,986 | $8,286-51.9% | $11,283-64.7% | $4,645-14.2% |