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 | $58,327 | $135,635-57.0% | $110,238-47.1% | $135,375-56.9% |
| Participation rate | 82.6% | 83.5%-0.8pp | 79.8%+2.8pp | 82.6%0pp |
| Annual return | 15.77% | 513.19%-497.4pp | 314.74%-299.0pp | 519.73%-504.0pp |
| Employer contribution / active EE | $716 | $4,906-85.4% | $3,826-81.3% | $4,779-85.0% |
| Participant deferral / active EE | $1,101 | $5,506-80.0% | $4,672-76.4% | $5,609-80.4% |
| Admin fee / account holder | $4,453 | $11,457-61.1% | $8,547-47.9% | $10,827-58.9% |