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 | $41,195 | $125,758-67.2% | $169,993-75.8% | $75,163-45.2% |
| Participation rate | 70.4% | 83.6%-13.2pp | 87.0%-16.6pp | 67.2%+3.2pp |
| Annual return | 18.05% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,211 | $4,615-73.7% | $6,785-82.1% | $2,670-54.6% |
| Participant deferral / active EE | $1,841 | $6,837-73.1% | $10,408-82.3% | $4,125-55.4% |
| Admin fee / account holder | $3,979 | $8,173-51.3% | $12,815-69.0% | $5,651-29.6% |