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 | $49,021 | $138,065-64.5% | $123,544-60.3% | $135,375-63.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 8.78% | 153.68%-144.9pp | 119.20%-110.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $799 | $5,151-84.5% | $4,628-82.7% | $4,779-83.3% |
| Participant deferral / active EE | $1,880 | $6,799-72.3% | $6,426-70.7% | $5,609-66.5% |
| Admin fee / account holder | $4,804 | $10,916-56.0% | $9,284-48.3% | $10,827-55.6% |