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 | $79,581 | $146,267-45.6% | $197,124-59.6% | $82,448-3.5% |
| Participation rate | 83.5% | 84.0%-0.5pp | 86.7%-3.2pp | 68.1%+15.5pp |
| Annual return | 15.31% | 29.61%-14.3pp | 44.34%-29.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,554 | $4,723-67.1% | $6,227-75.0% | $2,551-39.1% |
| Participant deferral / active EE | $2,531 | $7,035-64.0% | $9,135-72.3% | $4,139-38.8% |
| Admin fee / account holder | $1,390 | $14,422-90.4% | $16,298-91.5% | $7,234-80.8% |