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 | $166,020-71.9% | $164,866-71.7% | $145,959-68.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 12.69% | 100.08%-87.4pp | 69.97%-57.3pp | 561.95%-549.3pp |
| Employer contribution / active EE | $36 | $5,275-99.3% | $4,343-99.2% | $4,661-99.2% |
| Participant deferral / active EE | $1,447 | $6,961-79.2% | $6,033-76.0% | $6,689-78.4% |
| Admin fee / account holder | $3,102 | $16,644-81.4% | $12,689-75.6% | $13,398-76.8% |