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 | $46,625 | $165,984-71.9% | $164,813-71.7% | $145,922-68.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 12.69% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $36 | $5,273-99.3% | $4,341-99.2% | $4,660-99.2% |
| Participant deferral / active EE | $1,447 | $6,959-79.2% | $6,031-76.0% | $6,688-78.4% |
| Admin fee / account holder | $3,102 | $16,648-81.4% | $12,690-75.6% | $13,397-76.8% |