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 | $89,290 | $144,119-38.0% | $117,854-24.2% | $147,584-39.5% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 19.03% | 531.15%-512.1pp | 335.08%-316.1pp | 578.55%-559.5pp |
| Employer contribution / active EE | $472 | $4,896-90.4% | $3,786-87.5% | $4,876-90.3% |
| Participant deferral / active EE | $1,549 | $5,316-70.9% | $4,482-65.4% | $5,439-71.5% |
| Admin fee / account holder | $526 | $10,886-95.2% | $8,020-93.4% | $10,885-95.2% |