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 | $108,804 | $125,758-13.5% | $169,993-36.0% | $75,163+44.8% |
| Participation rate | 81.3% | 83.6%-2.3pp | 87.0%-5.7pp | 67.2%+14.1pp |
| Annual return | 15.05% | 27.20%-12.1pp | 53.37%-38.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $993 | $4,615-78.5% | $6,785-85.4% | $2,670-62.8% |
| Participant deferral / active EE | $2,951 | $6,837-56.8% | $10,408-71.6% | $4,125-28.5% |
| Admin fee / account holder | $12,450 | $8,173+52.3% | $12,815-2.8% | $5,651+120.3% |