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 | $97,619 | $105,998-7.9% | $92,233+5.8% | $147,584-33.9% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 10.51% | 50.05%-39.5pp | 176.28%-165.8pp | 578.55%-568.0pp |
| Employer contribution / active EE | $441 | $4,333-89.8% | $3,679-88.0% | $4,876-91.0% |
| Participant deferral / active EE | $1,005 | $4,478-77.6% | $3,897-74.2% | $5,439-81.5% |
| Admin fee / account holder | $3,166 | $6,332-50.0% | $5,194-39.0% | $10,885-70.9% |