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 | $28,254 | $117,983-76.1% | $101,794-72.2% | $142,382-80.2% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.2%+22.1pp | 80.1%+11.2pp |
| Annual return | 10.17% | 36.92%-26.7pp | 30.53%-20.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $372 | $2,773-86.6% | $2,289-83.7% | $4,299-91.3% |
| Participant deferral / active EE | $543 | $4,714-88.5% | $4,084-86.7% | $6,507-91.7% |
| Admin fee / account holder | $420 | $10,433-96.0% | $8,777-95.2% | $12,624-96.7% |