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 | $63,644 | $201,272-68.4% | $184,203-65.4% | $145,922-56.4% |
| Participation rate | 81.3% | 87.5%-6.2pp | 86.8%-5.6pp | 80.3%+1.0pp |
| Annual return | 15.55% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,005 | $7,022-85.7% | $6,427-84.4% | $4,660-78.4% |
| Participant deferral / active EE | $2,572 | $9,806-73.8% | $9,131-71.8% | $6,688-61.5% |
| Admin fee / account holder | $6,485 | $16,364-60.4% | $13,901-53.3% | $13,397-51.6% |