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 | $36,462 | $87,013-58.1% | $106,213-65.7% | $80,856-54.9% |
| Participation rate | 95.5% | 70.4%+25.0pp | 75.3%+20.2pp | 67.6%+27.8pp |
| Annual return | 24.57% | 17.05%+7.5pp | 116.14%-91.6pp | 35.59%-11.0pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,077 | $3,986-73.0% | $5,016-78.5% | $4,296-74.9% |
| Admin fee / account holder | $1,180 | $8,431-86.0% | $11,033-89.3% | $6,918-82.9% |