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 | $49,985 | $100,041-50.0% | $149,718-66.6% | $70,131-28.7% |
| Participation rate | 88.3% | 83.6%+4.7pp | 87.1%+1.2pp | 69.5%+18.8pp |
| Annual return | 13.73% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $917 | $3,662-74.9% | $5,445-83.1% | $2,342-60.8% |
| Participant deferral / active EE | $2,320 | $4,983-53.4% | $6,569-64.7% | $3,332-30.4% |
| Admin fee / account holder | $2,427 | $8,286-70.7% | $11,283-78.5% | $4,645-47.7% |