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 | $43,052 | $125,758-65.8% | $169,993-74.7% | $75,163-42.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.05% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $461 | $4,615-90.0% | $6,785-93.2% | $2,670-82.7% |
| Participant deferral / active EE | $2,637 | $6,837-61.4% | $10,408-74.7% | $4,125-36.1% |
| Admin fee / account holder | $8,368 | $8,173+2.4% | $12,815-34.7% | $5,651+48.1% |