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 | $40,947 | $105,859-61.3% | $90,160-54.6% | $147,584-72.3% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 12.20% | 37.63%-25.4pp | 34.88%-22.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $403 | $4,126-90.2% | $3,318-87.9% | $4,876-91.7% |
| Participant deferral / active EE | $1,475 | $5,733-74.3% | $5,288-72.1% | $5,439-72.9% |
| Admin fee / account holder | $9,914 | $8,046+23.2% | $5,943+66.8% | $10,885-8.9% |