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 | $30,935 | $106,515-71.0% | $96,683-68.0% | $139,434-77.8% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 17.59% | 38.43%-20.8pp | 35.69%-18.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $13 | $4,103-99.7% | $3,737-99.7% | $4,751-99.7% |
| Participant deferral / active EE | $470 | $5,454-91.4% | $4,878-90.4% | $6,710-93.0% |
| Admin fee / account holder | $926 | $7,877-88.2% | $6,730-86.2% | $11,403-91.9% |