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 | $68,886 | $94,031-26.7% | $115,768-40.5% | $82,448-16.4% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.4%+13.1pp | 68.1%+19.4pp |
| Annual return | 19.45% | 20.61%-1.2pp | 100.46%-81.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $600 | $2,323-74.2% | $2,940-79.6% | $2,551-76.5% |
| Participant deferral / active EE | $1,219 | $3,972-69.3% | $4,917-75.2% | $4,139-70.5% |
| Admin fee / account holder | $10,454 | $10,249+2.0% | $12,439-16.0% | $7,234+44.5% |