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 | $78,634 | $137,414-42.8% | $189,513-58.5% | $85,850-8.4% |
| Participation rate | 81.0% | 84.6%-3.7pp | 87.8%-6.9pp | 69.3%+11.6pp |
| Annual return | 11.72% | 38.14%-26.4pp | 555.15%-543.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,264 | $4,344-70.9% | $6,162-79.5% | $2,565-50.7% |
| Participant deferral / active EE | $1,899 | $6,260-69.7% | $8,221-76.9% | $3,952-51.9% |
| Admin fee / account holder | $3,457 | $8,630-59.9% | $12,045-71.3% | $6,260-44.8% |