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 | $107,264 | $77,145+39.0% | $108,410-1.1% | $85,850+24.9% |
| Participation rate | 76.9% | 74.7%+2.3pp | 80.1%-3.2pp | 69.3%+7.6pp |
| Annual return | 19.00% | 44.54%-25.5pp | 905.27%-886.3pp | 318.53%-299.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,402 | $5,566-56.8% | $6,563-63.4% | $3,952-39.2% |
| Admin fee / account holder | $478 | $5,172-90.8% | $7,295-93.5% | $6,260-92.4% |