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 | $105,570 | $148,978-29.1% | $200,582-47.4% | $84,808+24.5% |
| Participation rate | 81.3% | 84.2%-3.0pp | 86.9%-5.6pp | 68.3%+12.9pp |
| Annual return | 16.65% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $842 | $4,815-82.5% | $6,419-86.9% | $2,631-68.0% |
| Participant deferral / active EE | $2,320 | $7,142-67.5% | $9,331-75.1% | $4,212-44.9% |
| Admin fee / account holder | $7,106 | $13,977-49.2% | $16,305-56.4% | $7,344-3.2% |