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 | $26,275 | $99,341-73.6% | $84,750-69.0% | $273,961-90.4% |
| Participation rate | 77.3% | 80.7%-3.4pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 6.53% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $202 | $4,214-95.2% | $3,574-94.3% | $4,869-95.8% |
| Participant deferral / active EE | $898 | $4,269-79.0% | $3,712-75.8% | $5,287-83.0% |
| Admin fee / account holder | $1,817 | $6,644-72.7% | $5,332-65.9% | $10,132-82.1% |