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 | $28,184 | $65,409-56.9% | $98,442-71.4% | $85,850-67.2% |
| Participation rate | 76.7% | 65.0%+11.7pp | 73.3%+3.3pp | 69.3%+7.4pp |
| Annual return | 12.85% | 21.76%-8.9pp | 1492.73%-1479.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $168 | $2,168-92.2% | $2,960-94.3% | $2,565-93.5% |
| Participant deferral / active EE | $730 | $3,166-77.0% | $4,276-82.9% | $3,952-81.5% |
| Admin fee / account holder | $2,119 | $4,593-53.9% | $5,949-64.4% | $6,260-66.1% |