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 | $77,972 | $63,764+22.3% | $81,930-4.8% | $79,858-2.4% |
| Participation rate | 93.9% | 67.5%+26.4pp | 72.0%+21.9pp | 69.6%+24.3pp |
| Annual return | 19.31% | 22.66%-3.4pp | 29.49%-10.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $324 | $1,795-81.9% | $4,310-92.5% | $2,471-86.9% |
| Participant deferral / active EE | $884 | $2,780-68.2% | $7,107-87.6% | $3,740-76.4% |
| Admin fee / account holder | $1,088 | $4,426-75.4% | $5,158-78.9% | $5,306-79.5% |