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 | $41,299 | $118,680-65.2% | $98,907-58.2% | $158,922-74.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 14.95% | 372.35%-357.4pp | 196.43%-181.5pp | 302.83%-287.9pp |
| Employer contribution / active EE | $445 | $3,333-86.6% | $2,689-83.4% | $4,761-90.7% |
| Participant deferral / active EE | $1,186 | $5,088-76.7% | $4,244-72.1% | $5,982-80.2% |
| Admin fee / account holder | $537 | $10,131-94.7% | $6,642-91.9% | $11,246-95.2% |