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 | $81,231 | $98,240-17.3% | $82,313-1.3% | $147,584-45.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 17.89% | 30.85%-13.0pp | 25.88%-8.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $127 | $3,192-96.0% | $2,428-94.8% | $4,876-97.4% |
| Participant deferral / active EE | $791 | $4,383-82.0% | $3,706-78.7% | $5,439-85.5% |
| Admin fee / account holder | $597 | $8,563-93.0% | $5,608-89.4% | $10,885-94.5% |