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 | $85,445 | $171,865-50.3% | $149,718-42.9% | $147,584-42.1% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 10.03% | 2113.22%-2103.2pp | 1501.63%-1491.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $787 | $6,275-87.5% | $5,445-85.6% | $4,876-83.9% |
| Participant deferral / active EE | $2,143 | $7,271-70.5% | $6,569-67.4% | $5,439-60.6% |
| Admin fee / account holder | $8,024 | $13,799-41.9% | $11,283-28.9% | $10,885-26.3% |