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 | $177,456 | $111,754+58.8% | $103,333+71.7% | $145,922+21.6% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 9.89% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,260 | $5,619-77.6% | $5,057-75.1% | $6,688-81.2% |
| Admin fee / account holder | $541 | $9,750-94.5% | $8,355-93.5% | $13,397-96.0% |