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 | $54,544 | $144,119-62.2% | $117,854-53.7% | $147,584-63.0% |
| Participation rate | 78.3% | 83.4%-5.2pp | 79.7%-1.4pp | 82.8%-4.6pp |
| Annual return | 16.80% | 531.15%-514.4pp | 335.08%-318.3pp | 578.55%-561.8pp |
| Employer contribution / active EE | $23 | $4,896-99.5% | $3,786-99.4% | $4,876-99.5% |
| Participant deferral / active EE | $949 | $5,316-82.1% | $4,482-78.8% | $5,439-82.5% |
| Admin fee / account holder | $448 | $10,886-95.9% | $8,020-94.4% | $10,885-95.9% |