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 | $50,156 | $101,724-50.7% | $164,813-69.6% | $80,856-38.0% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 14.27% | 16.72%-2.4pp | 69.93%-55.7pp | 35.59%-21.3pp |
| Employer contribution / active EE | $480 | $2,953-83.7% | $4,341-88.9% | $2,755-82.6% |
| Participant deferral / active EE | $1,349 | $4,477-69.9% | $6,031-77.6% | $4,296-68.6% |
| Admin fee / account holder | $9,921 | $8,227+20.6% | $12,690-21.8% | $6,918+43.4% |