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 | $38,744 | $160,055-75.8% | $140,016-72.3% | $135,375-71.4% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.5%-8.5pp | 82.6%-3.7pp |
| Annual return | 6.61% | 911.38%-904.8pp | 651.12%-644.5pp | 519.73%-513.1pp |
| Employer contribution / active EE | $1,057 | $6,420-83.5% | $5,606-81.1% | $4,779-77.9% |
| Participant deferral / active EE | $2,342 | $7,642-69.3% | $6,927-66.2% | $5,609-58.2% |
| Admin fee / account holder | $2,316 | $13,328-82.6% | $10,705-78.4% | $10,827-78.6% |