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 | $46,697 | $165,335-71.8% | $149,696-68.8% | $158,922-70.6% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 12.29% | 348.15%-335.9pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $603 | $5,103-88.2% | $4,644-87.0% | $4,761-87.3% |
| Participant deferral / active EE | $1,731 | $7,181-75.9% | $6,842-74.7% | $5,982-71.1% |
| Admin fee / account holder | $1,503 | $10,807-86.1% | $9,309-83.9% | $11,246-86.6% |