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 | $49,381 | $116,175-57.5% | $93,606-47.2% | $152,861-67.7% |
| Participation rate | 76.9% | 78.0%-1.1pp | 75.8%+1.1pp | 82.4%-5.5pp |
| Annual return | 13.48% | 35.96%-22.5pp | 32.76%-19.3pp | 345.32%-331.8pp |
| Employer contribution / active EE | $159 | $3,218-95.0% | $2,718-94.1% | $4,762-96.7% |
| Participant deferral / active EE | $661 | $4,603-85.6% | $4,069-83.8% | $5,850-88.7% |
| Admin fee / account holder | $1,797 | $10,748-83.3% | $7,888-77.2% | $11,596-84.5% |