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 | $34,890 | $105,126-66.8% | $94,646-63.1% | $139,434-75.0% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 15.63% | 38.03%-22.4pp | 156.71%-141.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $321 | $4,106-92.2% | $3,672-91.3% | $4,751-93.2% |
| Participant deferral / active EE | $1,966 | $7,599-74.1% | $7,418-73.5% | $6,710-70.7% |
| Admin fee / account holder | $41,242 | $8,984+359.1% | $7,231+470.4% | $11,403+261.7% |