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 | $49,534 | $209,411-76.3% | $178,490-72.2% | $158,922-68.8% |
| Participation rate | 77.3% | 86.3%-9.1pp | 81.9%-4.7pp | 82.0%-4.7pp |
| Annual return | 13.30% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $968 | $5,706-83.0% | $5,011-80.7% | $4,761-79.7% |
| Participant deferral / active EE | $1,458 | $5,954-75.5% | $5,202-72.0% | $5,982-75.6% |
| Admin fee / account holder | $2,666 | $17,074-84.4% | $13,984-80.9% | $11,246-76.3% |