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 | $46,519 | $162,781-71.4% | $133,956-65.3% | $158,922-70.7% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 14.35% | 41.94%-27.6pp | 45.09%-30.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $782 | $4,975-84.3% | $3,919-80.0% | $4,761-83.6% |
| Participant deferral / active EE | $1,569 | $5,911-73.5% | $5,048-68.9% | $5,982-73.8% |
| Admin fee / account holder | $5,779 | $11,736-50.8% | $8,927-35.3% | $11,246-48.6% |